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Q: Can I merge contacts in Upsales?

A: Yes, you can. The contacts you'd like to merge need to belong to the same company (here's how to merge companies).

  1.   Go to the contact you'd like to be the primary contact.
  2.   Click more -> Merge with another contactSka_rmavbild_2022-06-02_kl._08.56.22.png
  3. Choose your secondary contact
  4. Click the merge contacts button
  5. You're done!

 

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