Merging 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. 🤝✨
🛠️ Step-by-Step Instructions
Select the Primary Contact: Go to your CRM Dashboard and click on the contact you want to keep as the "main" record.
Open the Menu: Once the Contact Details screen opens, click the three-dot action button ⋮ located next to their name.
Choose Merge: Select Merge from the dropdown list.
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).
Finalize: Press Save.
⚠️ 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.
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