Merge Companies
Hannah Weidman avatar
Written by Hannah Weidman
Updated over a week ago

Do you have duplicate companies in Buildr CRM? Maybe multiple users who each created the same company? No problem. Effortlessly merge them into one company with our Merge Tool.

Click on one of the companies you want to merge, and then click the Merge button in the top right corner.

You will see the Merge page pull up. Select the second company that you want to merge into the primary company. Buildr will pull data from the second company and add it to the primary company, but it will only add data to fields that are empty on the primary company.

Swap the first and second company to toggle which company is the primary company that will have data merged into.

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