Merging Duplicate Accounts or Contacts?


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The merging feature of Pipeliner CRM allows you to merge 2 records into a single one.

Takeaways

  • How to Merge Accounts in Pipeliner CRM
  • How to Merge Contacts in Pipeliner CRM

Pipeliner CRM Accounts Merging

An account in Pipeliner CRM represents a customer--an individual or company--for whom you are working on a lead or opportunity. For various reasons, you might have created two accounts that actually represent only one account. Thus it's important to merge these two accounts with all related information (including opportunities, leads, contacts, etc.). Follow the steps below to merge two accounts into a single account.

  1. Run Pipeliner CRM
  2. Click on "Accounts" from the main menu. Pipeliner CRM Open Accounts
  3. On the screenshot below you can see that we are using "Compact View" to view accounts. Depending on which view you are using, there are 3 ways of selecting accounts you would like to merge.:
    • Compact View - Click on the first account, then select the "Merge" icon on the top (on this view you cannot use multi-select option). Pipeliner CRM Merge Compact View
    • Card View - Click the first account, hold down the control key (Windows) or cmd key (Mac) and click the second account. Pipeliner CRM Merge Card View
    • List View - Use the check boxes to select two accounts you would like to merge. Pipeliner CRM Merge List View
  4. This is the process of merging two accounts through "Compact View", where you can search for the second duplicated account. Once you click on the "Merge" icon within the top actions icon, the merge wizard starts. Search for the duplicated account within the search box. Pipeliner CRM Merge Accounts Select Account
  5. Select the master record--the one that will be retained. Pipeliner CRM Merge Accounts Select Master
  6. Select the mode of merging you prefer:
    • Smart Mode - If you select the Smart Mode, all information within the master record will stay with the record and Pipeliner will fill in the missing fields from the second record automatically. All related records (such as opportunities, contacts, leads etc.) of the second account will be migrated to the master account. Pipeliner CRM Merge Accounts Smart Mode
    • Advanced Mode - If you select Advanced Mode, you can manually pick up the field information you would like to retain,  and choose from which account you would like to retain it. Pipeliner CRM Merge Accounts Advanced Mode
  7. Click "Merge" to finish the merging process. Note: The merging feature can only be used online,  because the merge itself is happening on the server, not locally on your desktop, in order to immediately communicate the merge to all your users.
  8. Done.
    Pipeliner CRM Merge Accounts Done

Pipeliner CRM Contacts Merging

Follow the steps below to merge two contacts into a single record.

  1. Run Pipeliner CRM
  2. Click on "Contacts" from the main menu. Pipeliner CRM Open Contacts
  3. On the screenshot below you can see that we are not using "Compact View" to view contacts. Depending on which view you are using, there are two ways of selecting contacts you would like to merge.:
    • Compact View - Click on the first contact, then select the "Merge" icon on the top. (on this view you cannot use multi-select option). Pipeliner CRM Merge Contacts Compact View
    • Card View - Click the first contact, hold down the control-key (Windows) or cmd key (Mac) and click the second contact. Pipeliner CRM Merge Contacts Card View
    • List View - Click the check-boxes to select two contacts you would like to merge. Pipeliner CRM Merge Contacts List View
  4. Once you click on the "Merge" icon within the top actions icon, the merge wizard starts. Select the "Master" record. The master record is the record that will be retained within your database. Pipeliner CRM Merge Contacts Set Master
  5. Select the "Mode" of merging you prefer:
    • Smart Mode - If you select the Smart Mode, all information within the master record will stay with the record and Pipeliner will fill in the missing fields from the second record automatically. All related records of the second contact will be migrated to the master contact. Pipeliner CRM Merge Contacts Smart Merge
    • Advanced Mode - If you select Advanced Mode, you can manually pick up the field information you would like to retain,  and choose from which contact you would like to retain it. Pipeliner CRM Merge Contacts Advanced Merge
  6. Click "Merge" to finish the merging process. Note: The merging feature can only be used online,  because the merge itself is happening on the server, not locally on your desktop, in order to immediately communicate the merge to all your users. Pipeliner CRM Merge Contacts in Progress
  7. Done.
    Pipeliner CRM Merge Contacts Done

So, this is the way you can merge accounts and contacts in Pipeliner CRM.

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