Make sure to include a link to the "search" when you are sending in a request to merge multiple accounts.
The steps below will show you how to get to the "Full View" of the quick search to access and send the link.
1. How do I quick search for an account? - In the top right corner of Infusionsoft (IS) is a quick search bar.
2. When quick searching a name, phone number or email address and see more than one account, like so.
3. Press the "Enter key" after typing the person's name to enter the "Full View" version.
4. In the address bar you will see the link or URL.
5. Copy and paste that link into your email to support@luinc.com
Example of a merge request email:
I will always pick the email and account with the membership, if there is a membership, unless it is noted in the email to change it. The email example was just an example. If there are any specifics, please add then to the email body.