PS: How to Merge Duplicate Sales Managers

The Hook: Use this workflow to resolve duplicate sales manager names (common after sales system conversions) by merging profiles, which combines all production and goals under a single active user.

Prerequisites: 

• Requires access to the Sales Manager Admin screen within the ProfitPace Admin menu at the Site Level. 
• If these options are not visible, contact your ProfitSword Administrator for assistance.

The Steps:

1. Navigate to the Site Level menu: ProfitPace > ProfitPace Admin > Sales Manager Admin.
2. Locate the User ID of the manager profile you wish to keep (the primary account).
3. Find the row for the duplicate manager you wish to merge.
4. Enter the User ID of the primary account into the Parent ID field of the duplicate manager's row.
5. Click Save.

The Result Validation: 

• Success: The merged sales manager row becomes greyed out, and the Status column displays "M" (Merged).
• Success: All production data and goals are automatically combined under the primary sales manager.

Troubleshooting: 

• Note: To undo a merge, re-enter the merged manager's own original User ID into their Parent ID field and click Save. 
• Note: If you need to edit an original goal for a merged manager, you must unmerge them, update the goal, and then remerge them. 
• Note: Managers manually marked as Inactive (by unchecking the active box) will not appear on the Input Goals screen.