If you have duplicate customers and you wish to merge them under one customer ID, please login with an admin account and follow the guide below.


Click on Tools

View All Tools





Duplicate Customer Tool




 Filter as needed and click on one of the customers. Once selected you'll see an overview of its duplicates at the bottom of the page. Click on link 'here' to proceed




On the main Closeit page a new screen will load, select the information you wish to keep.




In the Task tab you can select the tasks you would like to keep(all tasks can be kept) and click Next once complete.


 

In the Deal Tab select the deals you wish to keep(all the deals can be kept) and click Finish.