How Do I Merge Partners?

Modified on Thu, 22 Jan at 12:05 PM

You can merge Partner Organizations by going to the Partner record in Channeltivity and clicking the caret icon (▼) next to the Edit button in the top right > Merge.



 You'll then select the other Partner record from the dropdown menu on the right. 



Click the radio button (circlenext to the Partner you want to keep as the Master, then click Merge. This record will be retained, and any associated data from the other record will be merged into it.



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