Merge Duplicate Contacts

Duplicate contacts can build up over time, whether from manual data entry, imports, or contacts being created across different parts of the system. Keeping them in check helps maintain a clean, accurate database and ensures communication, history, and associated records all sit against a single source of truth.

This article will walk you through merging duplicate contacts. 

1. On the side menu, click CRM.
2. Click Contacts.
   
3. Hover your cursor over the required contact.
4. Click Edit.
   
5. Hover your cursor over Actions.
6. Click Merge.
   
7. Click the Contact field.
8. Start typing in the contact's name.
9. Select the contact from the dropdown.
10. Click Merge.