FAQs in this section
How do I merge Events?
When you have two or more duplicate events or events with similar information, you can merge them into one. While merging events, you must choose a single event name, due date, and other field values.
You can pick field values from one of the records being merged.
Follow these steps to merge events:
You can pick field values from one of the records being merged.
Follow these steps to merge events:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Events.
- Select two or more events in the List View.
- Click the Merge option in the toolbar.
- Choose the event name, start time, due date, etc., for the merged task.
- Click Merge.