Who Can Merge Companies? Only admins have permission to merge companies in Pipeline CRM. This action is permanent and cannot be undone, so please double-check before merging.
Steps to Merge Companies
1. Navigate to the company page you want to keep as the main record.
- Click on Actions located in the upper right corner and select Merge.
3. Find the Duplicate: In the pop-up window, search for the company you want to merge into the primary company. 4. Confirm and Merge
- Review your selection—once merged, you can’t undo it!
- Feel free to swap the records if you'd rather have the other one kept instead.
Please Note:
- The company record on the left will be kept and merged with the one on the right.
- If duplicate details (like phone numbers or emails) exist, the new information will be logged as an activity for reference.
- All related people, files, tasks, events, notes, and deals will transfer to the record you’re keeping.
- Remember: Merges are final and cannot be undone.
Pro Tip: If you’re unsure about merging, consider exporting your company data first for safekeeping.
If you have questions or need help, reach out to our support team at customercare@pipelinecrm.com.