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  6. Is it possible to merger two sepretae contatcs under the same account?
Dustin W.
DW
ISR at Media Sonar Technologies Inc.
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Is it possible to merger two sepretae contatcs under the same account?

I have two seperate contacts that have agreed to a discovery call however, I cannot seem to merge them bioth as they are both succeeded in the process in salesloft. I just wanted to see if was possible to even see if two accounts can be merged under the same account for easier review.
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Darcy G.
DG
Customer Success Manager
0
Hey Dustin! If I understand your question correctly, it's definitely possible to bring two separate contacts under the same account in SalesLoft. You should be able to manage the account the person is linked to from the person's record (https://support.salesloft.com/hc/en-us/articles/360000116103-The-Person-Profile-Page#The_Person_Panel). That being said, it always helps to look at examples, so I would definitely suggest reaching out to your Customer Success Manager or posting this on the SalesLoft User Forum (https://support.salesloft.com/hc/en-us/community/topics)
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Gena V.
GV
Client Development Specialist at Baker Hill | Empowering financial institutions to drive more profitable relationships
0
Yes it is possible to merge two accounts
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