From the home screen, navigate to your Client or Prospect list:
Click the 3 Dots (on the right hand side) of the individual you'd like to merge into another profile:
Click Merge Individuals:
Select the profile/individual you'd like to merge into > click Next:
A warning window will popup informing you that a merge is an irreversible action. Verify the information is correct and then click Continue:
To confirm you'd like to proceed with the merge and to acknowledge the warning message, type in merge accounts and then click Merge Accounts to submit:
