Go to your Pipeline

Pipeline CRM Help Center

Search for any help questions or topics.

Merge Companies

Avatar
Maria Herrell
Updated 6 months ago

To merge duplicate companies in Pipeline, navigate to the company page that you want to keep as the primary company. Select Actions > Merge. Search for the company to be merged into this company in the pop-up window, and select Merge.

Munks_Global___Pipeline.png

 

 

 

Munks_Global___Pipeline.png

NOTE: Only admins can merge companies in Pipeline. Merging cannot be undone.

Did this answer your question?
😞 😐 😃