All associates can merge a prospect to a client profile. 

If there are multiple prospect profiles for one client, Synapsys allows only one merge per day for that client profile. Only the prospect profiles created by you can be deleted. To merge a prospect profile, you must be the creator on both prospect profiles.

To merge a prospect to a client profile in Synapsys, do the following:

1. In Xperience > Products > Synapsys CRM > Desktop. The Home/Suite Manager screen displays.
2. In the Search field, enter the clients name.
3. Click Enter.
   • A list of matching clients and prospects appears. 
4. Verify they are the same business/individual prior to merging.
5. Click Initiate Prospect Merge. 
6. Click on the Prospect information that you want to merge with the Client.
   • Prospect address information populates in the box.
7. Click the Client information you want to merge.
   • Client  address information populates in the box.
8. Click Complete Merge. 
9. Any Events or Activities created in the prospect's profile merge to the client profile after processing and are seen in the profile the next business day.