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Merging a contact

Here's how to merge duplicate contacts or companies to combine them:

  • Go to the contact or company record directly.
  • In the page menu on the left, select "Merge duplicates" under the "Actions" section.
  • Search for the duplicate you'd like to merge with your current record. Choose the appropriate option and then click "Merge duplicates" to combine them.
  • Please note: records can only be merged with another record of the same kind. Contacts can only be merged with other contacts, and companies can only be merged with other companies.
  • Need to merge contacts in bulk instead? Learn how to merge contacts in bulk here.
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Keywords:
Merge duplicates, merging
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