Check out this video: https://share.vidyard.com/watch/VrZscVej8bveNUpyxiVj2p?
In this session we will demonstrate how to merge contacts and companies.
In this video training, you learn how:
- How to open a contact or company with "preview"
- How to find the MERGE function
- How the data is treated when a merge between contacts/companies takes place.
