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Technology
Stephan Saba
Sales and Leasing Consultant
Asked a question 2 months ago

How can we consolidate duplicate entries or merge entries?

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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.