In Bitrix24, you can manually merge leads, contacts, companies, estimates, invoices, and SPA items. For example, if you accidentally created two contacts for the same customer, you can merge them to prevent any confusion.
Access Permissions in CRM
Here's how to merge CRM items using contacts as an example. Select the items you want to merge and choose the Merge action.
You can also click the settings icon and select the Duplicate control option.
Select the parameters for merging and click Start scan.
Click the Merge duplicates manually button.
Select the form that will remain in CRM after merging. Check the box at the top of the form. It will be highlighted in blue.
Select fields from other forms to save in the contact form.
Some fields like phone, mail, address can take several values.
Click Merge. If you want to open the entity form immediately after merging, click Merge and Edit.
When the merging is completed, you will see a notification. Only one contact will remain in the list.
- In Bitrix24, you can manually merge leads, contacts, companies, estimates, invoices, and SPA items.
- To merge CRM items, you need to have permissions to update and delete them.
- Select the form that will remain in CRM after merging.
- Select fields from other forms to save in the contact form.
- Some fields like phone, mail, address can take several values.
In brief:
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