Hello, I am new to EspoCRM and am looking to switch over to this.
I've just imported 150 records into the Contacts area. This is a very small sample of our current customer data. Many are duplicates because each record is a different transaction. For example, Jane Doe appears 5 times because she has bought 5 different products of ours.
How can I merge her 5 transactions into one profile?
Is there a way to import all of the products/offerings that we have so that we can map it to a Contact? (Similar to how the Accounts is done.)
Thank you
I've just imported 150 records into the Contacts area. This is a very small sample of our current customer data. Many are duplicates because each record is a different transaction. For example, Jane Doe appears 5 times because she has bought 5 different products of ours.
How can I merge her 5 transactions into one profile?
Is there a way to import all of the products/offerings that we have so that we can map it to a Contact? (Similar to how the Accounts is done.)
Thank you
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