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Results tagged with account
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user 42698
Accounts are your organization’s customers, competitors, and partners. Each account stores information such as name, address, and phone numbers. For each account, you can store related information such as opportunities, activities, cases, partners, contracts, and notes.
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mass merge accounts - tool suggestion anyone?
They are currently separated by Account Record Types, so I'm really asking if there is a way to merge 2 record types into one. We'd like to merge any duplicates found. …
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