MERGE DUPLICATE CONTACTS

Article ID: CON-025

Category: Contacts

Estimated Time: 3 minutes

Difficulty: Intermediate

What You'll Learn

Learn how to merge duplicate contact records to keep your CRM organized.

Before You Begin

Review both contact records before merging. Merging combines information into a single contact and cannot always be undone.

Follow These Steps

☐ From the left menu, click Contacts.

☐ Locate the duplicate contacts.

☐ Select the contacts you want to merge.

☐ Click Merge (or Merge Contacts, depending on your account).

☐ Review the information that will be kept.

☐ Confirm the merge.

Success Check

✔ Only one contact record remains.

✔ The remaining contact contains the desired information.

Pro Tip

💡 Before adding a new contact, search by email address or phone number to reduce the chance of creating duplicate records.

Troubleshooting

I don't see a Merge option.

• Verify your account includes the merge feature.

• Confirm you've selected two duplicate contacts.

• Check your user permissions.

The wrong information was kept.

• Review contact details carefully before confirming the merge.