How to Merge a Company?

Created by Jared Developer, Modified on Mon, 4 Sep, 2023 at 9:43 AM by Jared Developer

Bitumio > Left Navigation Bar > Companies/Contacts


1. Follow the above-mentioned workflow to land on the Companies screen.


2. Click the icon under the Actions column for a company you want to update the details of. Doing so reveals a number of options.



3. From the options displayed, click Merge.



4. As a result, the Merge Companies window. Here, choose the company you want to merge the selected company with using the Target Company dropdown.



5. Once selected, click the button.



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