After completing this how-to you will have the infinite powers of the universe. Not really, but you will be able to merge duplicate accounts.
First Step - Tools
Begin by clicking on the Account Tab. Do not open a list view or account record. Scroll to the bottom of the page and find the Tools section.
Click on Merge Accounts.
Second Step - Find Accounts
Step 1.1- Enter the account name and click Find Accounts.
Step 1.2- Select the check box next to each account and click next. Three duplicate accounts can be merge at one time.
Third Step- Choose the Master Record
The Master Record will become the account record that is saved. Select the radio button for the master record that has the most accurate customer data.
Customer data from the other records can be merged to the master record by selecting the radio button next to the fields you wish to include.
Click Merge to complete the process. Repeated the process to merge accounts with more than three duplicates.
Clicking Merge will prompt a pop-up warning that merging cannot be undone. Click Ok to proceed.
Sometimes a customer will have a common name with multiple spellings. For this example Marc Slayton is the same account as Mark Slayton. The system will not catch these two accounts as duplicates. To improve search results, use only the customer's Last Name to find possible duplicate accounts where first names are not a match.