Merge Records

Can I do this task?

You can merge two lead, account, or contact records.

1. Select a record. Then, press the Ctrl key while you select the second record.
2. In the Records group, click Merge.
3. In the Merge Records dialog box, select which record to make the new master record.
4. Select the fields from each record that you want to include in the master record. Fields that are shaded will overwrite the corresponding unshaded field during the merge operation.
5. When you are ready to merge the two records, click OK.
6. When you receive the message The selected records are merged and the subordinate record is deactivated, click OK.

Note

When you merge two records, duplicates will not be detected.