Merge and delete customers

Manage duplicate or outdated relationships in CRM+ by merging or deleting them.

You can merge or delete customers from the customer card.

This is useful for duplicate relationships or leads that later become customers again.

Deleting is permanent. Always check which data is linked first.

When to merge

Merging is useful if:

• the same organization exists twice
• an old lost lead later becomes a customer again
• history needs to stay on one customer card

Merge or delete a customer

1

Open the customer card

Go to CRM.

Open the relationship you want to manage.

2

Choose the right action

Open the option to merge or delete.

3

Complete the action

If you merge, choose the second relationship.

Then confirm your choice.

Frequently asked questions

Can I undo a merge?

No. Merging is permanent.

What happens to linked data?

When you merge, history stays intact. When you delete, linked data is removed.

Who can delete relationships?

That depends on your permissions and roles.

Related articles

• Use the CRM overview page
• Work with customers and leads in CRM+