| 1. | Go to Tools > Merge Center |
| 2. | As a best practice, first select the Merge Criteria tab to view how the management system is identifying duplicates in your database. If needed, check the box to specify how you would like to identify duplicates. |
| 3. | Choosing email, for example, will identify any accounts with the same email address. If you wish to be more restrictive, you can select a checkbox with more criteria. |
| 4. | Return to the first tab showing the Accounts that need to be merged. The number of potential duplicates found will display on the tab. |
| 5. | Click on the name of an account to view the details of each account. The details of the selected potential duplicate will appear in the menu below. You can click on either one of those names to be taken to the account in the Data Center. |
| 6. | You can review each account individually, then hit 'Merge' if you wish to merge only the currently selected duplicate. |
| 7. | If you review all accounts, and want to merge all the accounts display in in the Potential Duplicates menu, click 'Merge All'. |
| 8. | To exclude an account from being merged and hide it from the Potential Duplicates menu, select the account and click 'Ignore'. To reveal accounts that have been ignored, check 'Show All'. |
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