1.       https://accounts.infusionsoft.com/app/central/home

2.       CHOOSE BETWEEN VET COMP AND PEN / VA CLAIMS PRO

3.       CLICK ON THE SERVER YOURE ACCESSING

4.       ADVANCED SEARCH

5.       OPEN BOTH INTO TWO TABS – PRIOR TO MERGE ENSURE THAT THE BALANCE DUE IS $0.00 OUT ON ALL FOLDERS – CONTACT COLLECTIONS TEAM AND ASK IF THEY HAVE UPDATED AUTOPAY

6.       SELECT BOTH DUPLICATE FOLDERS – CAN ONLY MERGE 2 AT A TIME

7.       PRIMARY – FLAME SCORE, MORE INFO COMPARED TO SECONDARY

8.       ACTIONS DROPDOWN – MERGE DUPLICATE CONTACTS

9.       CHANGE ALL TO PRIMARY, OR CORRECT INFO

10.   MERGE & VIEW CONTACT (PERMANENT)

11.   DONE