This module will cover some basic how-to’s and FAQ’s for the Clubessential CRMhow to merge two prospect records in your CRM system.
This is a valuable module to read through if you are new to the Clubessential CRM, or to CRM’s in general, or if you are an experienced user just looking for a refresher.
You may need to merge two records if you have duplicate records. This can often happen when you add a new prospect manually, and if the prospect fills out a form attached to the CRM, creating duplicate records.
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