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Merging companies

You can merge duplicate company records to keep things organized

Updated over a week ago
  1. Go to Companies on the left sidebar.

  2. Select the checkboxes next to the companies you want to merge.

  3. At the top right, click Actions → Merge.

  4. Choose which record will take priority during the data merge.

    • This record will be kept as the primary record.

    • All other selected fields will be merged into it.

  5. Click Merge to confirm.

⚠️ Heads-up: Double-check the chosen primary record before merging—this action cannot be undone.

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