Skip to main content
Stephan Saba
Sales and Leasing Consultant
Asked a question 2 months ago

How can we consolidate duplicate entries or merge entries?

Where am I?

In Roadster Community you can ask and answer questions and share your experience with others!

Hi Stephan - currently we are not able to merge duplicate customers in the customers tab.  The best practice for this would be to work both until you can confirm that one is a duplicate.  After confirming that one is a duplicate mark that one as a Status of Closed:Lost and add an internal note saying duplicate customer so anyone looking at the customer page will know why that customer was marked as a lost sale.