Tools
Register free

Merge Companies and Contacts

Merge Companies and Contacts
Bitrix24 Team
September 16, 2021
Last updated: September 16, 2021
Dear Bitrix24 users,

Have you ever had a situation, when you work with some other company representative, but in the CRM you have two separate entities for the company and the person? In that case, this article is for you!

In Bitrix24 you can actually merge your CRM entities even if they have different fields. It is part of our duplicate merge toolset, and usually, the system is pretty good at taking down duplicates on its own, if they look alike. However, sometimes it requires human supervision, and that's where you come into the business. The instruction is pretty simple and won't take much of your time. You, as a human, just need to make sure that the system readjusts its fields in CRM entities correctly. The full guide on how to merge contacts and companies is here.

Have a great day and avoid evil twins in your CRM!

Best wishes,
Your Bitrix24 team.
Free. Unlimited. Online.
Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.
Register free
You may also like
Tools
New CRM Automation Triggers and Rules
Tools
Bitrix24 SCRUM Guide
Tools
Automation Rules Changes and Updates
Applications
Connect Telegram to Your Bitrix24.Store