Merging a contact

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

• Go to the contact or company record directly.
• If a duplicate has automatically been detected, a message will appear near the top of the contact. Select “View duplicate” and then “Merge these two contacts” to combine them.
• Please note: duplicates are only automatically detected based on a shared email address and/or phone number. Duplicate detection isn’t perfect, and false duplicates may be identified. If that happens, select “Ignore” to hide the message.
• If a duplicate has not automatically been detected, select "Merge duplicates" under the "Actions" section on the left.
• Search for the duplicate you'd like to merge with your current record. Choose the appropriate option and then click "Merge these two contacts" 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.
• Accidentally merged two contacts? Learn how to undo a merge here.