How do you manually link duplicate records?

As a sales administrator, you can resolve duplicate accounts by manually linking the individual account records that you have determined as duplicates.

Here's how you manually link duplicate records:

  1. Go to Navigator > Redwood Sales > Accounts.
  2. Drill down to any account.
  3. Search for Add Duplicate Account using the action bar.
  4. Select a record from the picker on the Add Duplicate Account popup.
    Note: Filter the accounts list by using the ellipses (...) beside the picker.
  5. Click Add.