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patlima
Contributor ⭐️
April 20, 2023
Question

Consolidatioon name - My Total # of Customers - Breakdown

  • April 20, 2023
  • 2 replies
  • 61 views

Hello1

When looking at My Total # of Customers - Breakdown I noticed that the CIP customer reported twice with different names. I want to ask for their consolidation, how should I do it?

 

Regards,

Patricia Dos Santos de Lima

Advisory Customer Success Manager Architect, IBM Technology, Brazil

Global Markets - Customer Success Management

Fone: 11 97100-1879

    2 replies

    Prachidubey
    Gainsight Employee ⭐️
    Prachidubey
    Gainsight Employee ⭐️
    April 20, 2023

    Patlima , 
    If both companies are 1 at CRM , then you can merge both accounts using data operations under company on admin menu .
     

     

    Prachi Dubey (SR sol architect)
    Aman Jha
    Gainsight Employee ⭐️
    Aman Jha
    Gainsight Employee ⭐️
    April 21, 2023

    Hi Patlima,

     

    Are these duplicate records in the company object? If yes, then you can get rid of one of them by doing a company merge. If not, then you can cross-verify in your CRM why do they have same name but different IDs. Could they be related customers? Also check how are you grouping your records in the given report.

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