How to merge duplicate contacts?

Keep your database clean with the merge duplicates functionality. 

Manually merge duplicate contacts

Select the contacts you wish to merge in your Action Stream or  Contact list.
In the Bulk Updates menu, click on the  More  select Merge Duplicates option.
Make any edits to the contact if required (Optional).
Click Save to accept the contact merge.

  • Bulk merging is a powerful feature and cannot be "undone". Please be sure to check that your list is correct before running. Note: If you have a high number of duplicates, recommend to do an export of your database and check it based on first name, last name & email address prior to merging the duplicates.
  • When two or three contacts are merged:
    • Single value contact details such as First Name, Last Name, Job Title, Organization, Address (City, State, Zip, Country), Status, Lead source, Owner and Custom Fields (Except for checkbox) will be copied from the most recently-created contact. We're assuming that the most recent contact's details are the most up-to-date.
    • Multiple value contact details such as Phone, Email, URLTags, Background and Custom fields (checkbox) will be copied to the merged contact. For example, if two duplicate contacts have two different phone numbers, both numbers will be copied to the new, single merged contact.
  • The Next Action of the last entered contact is displayed as the Next Action for the merged contact and the other duplicate contacts’ Next Actions and Queued Actions are listed as Queued Actions.
  • All Activity logs for Deals, Notes, Emails of the duplicate contacts will be consolidated under the merged contact.

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