Process for merging Contacts
1. Find the Account that your contact is duplicated from
2. Scroll down till you get to the contact section
3. Click Merge Contacts
4. Type in your contact information
5. Select Master Record and Info
See video for more info on that
6. Merge Record
Process for merging Accounts
1. Click Accounts from the Tab Bar
2. View the tool bar and click "Merge Accounts"
3. Type in the account name
You can only select 2-3 accounts (if there are more than that, do it in Batches) The reason we merge instead of completely delete is because Contacts are almost always underneath Accounts and it is better to safe than sorry.
4. Select the Master Record
You can also select one or multiple fields from the other record even if it isn't the Master Record.
