You may wish to merge companies, perhaps because of mergers, acquisitions, or simply duplicate entries.
One company becomes the primary and one becomes the secondary. The primary company automatically accepts the secondary company's data.
How to merge one company into another:
- Click Sales & CRM → Companies & contacts
- Go to the company you'd like to be the primary company
- Click More → Merge companies:
- Choose your secondary company
- Click the 'Move data to...' button
- That's it!