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How to clean the contacts? How to merge customers?

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Michael Tytgadt

cleaning contacts is done the following way:

  1. you could start by filtering the contacts for which you are the 'salesperson' (click > 'filter' > 'my Partners')


  2. select 2 contacts and click 'action'>'merge'  (make sure the 2 contacts have the same e-mail address)


  3. merge the contacts

  4. you should obtain a single contact mentioning the merge in the log


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Negeren