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Merging Customer Profiles after Duplicates Cleared
Merging Customer Profiles after Duplicates Cleared

How to merge profiles when possible dupes have been cleared.

Genius avatar
Written by Genius
Updated over a year ago

When a possible duplicate has been cleared, either from the notification bar (sidebar) or from the customer deal card header, and you find that the profile actually needs to be merged users with merge permission can merge the profiles using the customer contact card.

Step 1) Open the customer deal card for the customer you want to merge and click on the green drivers license icon to the left of the header.


Step 2) Click the down arrow to the right of the customer's name.

Step 3) Click Search Duplicates

Step 4) Complete the merge process following the prompts on the screen.

If you have any questions, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!

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Merging Customer Profiles

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