How to Merge Duplicate Contacts in CRM

Overview:

This guide explains how to merge duplicate accounts in CRM to prevent quotes being sent to incorrect contacts, and to have better control over data hygiene for their customers.

Process:

1. Go to My Apps and open Okta.
2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.
3. Within X4A, hover over the left navigation menu and click Sales.
4. Select CRM from the Sales sub-menu.
5. In the Xvantage CRM left navigation menu, navigate to Customers and select Contacts.
6. 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.
7. Once the results are displayed, select the two duplicated accounts by ticking the checkbox next to them. 
8. On the command bar located at the top part of the screen, click Merge. 
9. A small pop-up window will appear where you can update fields related to the merging. 
10. Select OK.