1. I understand that the names will need to be somewhat identical or Identical to have them both appear - Please confrim if this is correct
2. Both accounts have opportunities in them, How can I ensure that the opportunities are merged, I don't want us to loose any of this information.
Thank you for your support
6 respuestas
Hi Artur I'm a little confused about your statement "When the accounts have almost identical names i use the merge function while in the classic view". Do i still need to do this after following through on your first suggestion of changing the account on the opportunity to the correct one and deleting the empty one?
Please advise
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