Easily merge duplicate accounts and contacts from Account360 and Contact360 pages for simplified data organization.
Use Case: Easily consolidate duplicate entries to maintain organized data in both Account360 and Contact360.
To View this Enhancement:
From Account360:
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/03/13092702/image3-12-1024x449.png)
- Navigate to the Account module.
- Click on any account name to explore its Account 360 details.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/03/13092748/image2-15-1024x486.png)
- Once in the Account360 view, Click on ‘Duplicates Found.’
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/03/13092838/image1-16-1024x627.png)
- Identify and select duplicate accounts sharing the same email and phone number.
- Click on the Merge button to merge these duplicate accounts.