Merging Contacts in Surplus Systems: Simplify Your Contact Management
Eliminate duplicates and consolidate contact information by mastering the art of merging contacts in Surplus Systems. This article guides you through the simple steps to accurately combine multiple contact entries into a single, comprehensive profile, enhancing your CRM's organization and ensuring you have the most up-to-date information at your fingertips.
1. Begin by accessing your Contacts section.
2. Now, select the first contact to merge.
3. Next, tick the checkbox of the second contact.
4. Proceed by clicking on the Merge Contacts button.
5. Select all the existing contacts to merge with.
6. Choose the Show All Fields option for visibility.
7. Now, choose the contact record to keep.
8. Type "CONFIRM"
9. Lastly, hit "Resolve". Please take note that After selecting "Confirm and resolve", the action cannot be undone.