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.