Merging Contacts

Merging Contacts

🔗 Merging Duplicate Contacts

Maintaining a clean database is essential for staying organized. If you discover duplicate entries for the same person, you can easily combine them into a single, comprehensive record. 🤝✨

Follow these steps to consolidate two contact records into one:

🛠️ Step-by-Step Instructions

  1. Select the Primary Contact: Go to your CRM Dashboard and click on the contact you want to keep as the "main" record. 

  2. Open the Menu: Once the Contact Details screen opens, click the three-dot action button ⋮ located next to their name.

  3. Choose Merge: Select Merge from the dropdown list.

  4. Select the Duplicate: A window will pop up with a dropdown menu. Select the second contact (the one you want to merge into the primary record). 

  5. Finalize: Press Save.

📋 Rules of Merging

Before you begin combining records, please keep these system guidelines in mind:

  • Contacts with Contacts: You can merge any duplicate Contact with another existing Contact record.

  • Contacts with Leads: You can merge a Contact into a Lead record.

  • Leads with Leads (Restricted): Two Leads can never be merged together. 

⚠️ Important Things to Know

  • Data Consolidation: The system will pull the information from the second contact and combine it into the primary record you opened first.

  • The "Primary" Record: Always start the process by opening the contact record that has the most accurate or up-to-date information, as this will remain the master file.

  • Deleted Record: Once the merge is complete, the duplicate record will be removed from your CRM to keep your list tidy. 

💡 Pro-Tip

Merging is a permanent action! Before you hit save, double-check that you have selected the correct two people to ensure no data is lost.