+2
Hello,
It appears that our users have created 2 Accounts CRM - Prospect which are actually referring to the same company. We cannot delete them as they both have Leads and Activities connected to them.
Is there a way to easily merge them, so that we could keep the data of both accounts?
Thanks a lot
Clément
+9
Hi,
In IFS Cloud 23R2 it is possible to merge leads with an assistant but unfortunately there is no easy way to do that in earlier versions.
Best Regards,
Anna
+2
Ok, thanks for your feedback Annsje.
Let’s wait for us to have it then.
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