Vital CRM
How do I merge company data?

When company information is duplicated, you can combine company information in the following way:

1. Go to the [Company] tab, tick the companies to be merged, and click [Merge].


2. A window will pop up, asking you to select the company you want to keep after the merger. After you select, click [Merge].

[Company > select companies > Merge] (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4398
如何合併公司資料？ @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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