Merging Companies

It is very simple for you to merge companies in CRM. If you use the following as an example.

Company Michael’s Chocolate Shop is taken over by Michael’s Bigger Chocolate Company. If you want to merge all the records just do the following.

Find – Michael’s Bigger Chocolate Company and click on Change. From the right hand side of the screen click on Merge Company, this will display an extra tab at the bottom of the page. From the Merge Company tab select the source company – Michael’s Chocolate Shop, and click save. This will move all the data to Michael’s Bigger Chocolate Company. All People will also be moved to the new company.

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