Overview:
Merging duplicate CRM records creates a single, accurate customer profile, making it easier for teams to access complete and reliable information. It also improves customer experience, reporting accuracy, and operational efficiency by preventing redundant communications and data inconsistencies.
Refer to this knowledge base article to discover how to merge duplicate accounts.
Process:
Go to My Apps and open Okta.
Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the Xvantage CRM left navigation menu, navigate to Customers and select Accounts.
Use the Quick find search function to check for the possible duplicate accounts.
As a best practice, use the email address to search – this will help you catch contacts that may have used incomplete names, nicknames, etc.
Once the results are displayed, select the two duplicated accounts by ticking the checkbox next to them.
On the command bar located at the top part of the screen, click Merge.
A small pop-up window will appear where you can update fields related to the merging.
Select OK.