Merge Accounts

Merge Accounts 

Sometimes, the account information may be duplicated, as different colleagues may have opened an 

account for the same company. 

Intimate CRM therefore allows users to merge accounts together, when users find out specific companies

hasmore than one account. Any related items from the duplicate accounts will be associated with the newly

merged account, so the newly merged accounts will have all the contacts and information of the duplicated

accounts, providing better account management.