Merge Clients
AR

Addison Rushing

Created Sep 13, 2023

Merge Clients

53
    p

Login to cork (portal.corkinc.com)

8 Steps
1

Click on Clients

Click on Clients
2

Click on Filters

Click on Filters
3

Select non-RMM clients

Select non-RMM clients
4

Click on Open options on desired client

Click on Open options on desired client
5

Click on Merge clients

Click on Merge clients
6

Click on dropdown trigger

Click on dropdown trigger
7

Click on desired dropdown

Click on desired dropdown
8

Click on Save Mapping

Click on Save Mapping
Well done!
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