Unmerging Customer Records

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Unmerging Customer Records

 

On occasion, deals may have been merged, but one of the deals needs to be pulled from the merged record and restored as a unique deal.

 

To restore a merged record:

➢Click on the merged record in the customer list.

➢At the bottom of the screen, you will see a list of all the deals merged in that record.

➢Click on the deal that you want to restore.

➢Click on the 'Restore Unique Customer' button located in the lower left corner.

 

restoreuniquecustomer