How can I merge accounts in the CRM? (Duplicates, Multiple Users, Account Update)

When merging in your CRM, you have two options: 

Merge Users

Merging users will allow you to move selected users from one account to another existing account.  If the originating account has no additional users associated, that account will be deleted.

To merge users:

1. Select Accounts from the left menu
2. Search for the users you would like to merge
3. Use the checkboxes to select the users
   • To select individual users be sure you have the User view toggled at the top of the page
4. Click Engage
5. Choose Merge
6. You will see a pop-up where you can Select what you would like to merge
7. Choose Users
8. Select the account you would like to merge users into
9. Ensure the correct user has been selected
10. Click Merge Users

Merge Accounts

Merging accounts will allow you to move all users from one account to another existing account.  The originating account will be deleted.

To merge accounts:

1. Select Accounts from the left menu
   
2. Search for the accounts you would like to merge
   • To select accounts be sure you have the Account view toggled at the top of the page
3. Use the checkboxes to select the accounts
4. Click Engage
5. Choose Merge
6. You will see a pop-up where you can Select what you would like to merge
7. Choose Accounts
8. Select the account you would like to merge users into
9. Click Merge Account Users