November 7th, 2024

New Feature Update: Merge Companies in the Companies Module

Weโ€™re excited to introduce a new feature in the Companies module! Similar to Contacts and Expiration Items, you now have the option to Merge Companies. This new tool makes it easier for you and your team to manage duplicate company entries within your account.

With this feature, you can merge any existing duplicates in just one step, keeping your data accurate and streamlined.
Additionally, if any companies merge in real life, you can seamlessly combine their records for a more organized and efficient system. ๐Ÿ‘

We hope this enhancement helps you maintain clean and up-to-date records! If you have any questions or need assistance with this new feature, feel free to reach out or review our video below: