Maintaining clean and reliable data is crucial in any CRM endeavor. However, ensuring the accuracy of company data can be challenging. Inevitably you'll come across duplicate records and other data quality issues.
To simplify this process, we've updated the company merge dialogue. This new feature guides you through a straightforward flow where you can compare data from two companies.
Once you've selected the companies to merge, you have complete control over which information to retain in the merged company. You can select specific data points from each company, or even combine information where applicable.
This enhanced dialogue provides a clear overview, making CRM management more streamlined and user-friendly.
💡 This can be useful for scenarios such as:
- Completing Missing Information: Merge two companies to consolidate key fields that are missing in one.
- Aggregating Historical Data: Combine histories from two companies to ensure comprehensive records.
Need more help with this update? Visit our Help Center, contact us via the in-product Chat, or reach out to us at support@membrain.com.
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