Merge Account Records with the same Company Name

Sometimes we can have several Account records with the same company name but different contacts added at different time. These are basically contacts from the same company and we want to put them under one Account record .To combine account records with same Company name but different contacts follow the step below.

  1. Go to Soffront Home then click on All Settings under Setting.
  2. Click on Find Duplicate under Data
  3. Click on accounts tab then select Find Duplicate By Company as shown below

this will display all the accounts with the sme company names

4. Select two records at a time and click on the merge icon

5. Select the record which you want to mark as the main account record then click on Merge

6. This will combine all the account records with the same company name and put them under one account.