Merge Accounts

Follow these steps to merge two accounts:

1. On the left navigation menu, click Parent Accounts.
2. Select the check boxes for the two accounts you want to merge.
3. Click +Merge Account.
4. Select the account you want to keep. (The other account will be merged with this one.)
5. Under Relationship, select the relationship of the person whose account is being merged to the prospect.
6. Click Merge, and then click Yes.