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Merge Contacts in the CRM

Learn how to avoid duplicate records by merging contacts in the CRM

Last Update:
February 26, 2020

While managing your contacts within the app, you may come across instances of duplicate contacts. This occurs when a contact reaches out to you in a form not notated in their contact record. For instance, they originally called you from work, but are now reaching out from their mobile phone.

To start, choose the contact you'd like to merge and from their timeline, click on the menu bar then 'Merge Contacts'. Next, choose the contact you'd like to merge with, a notification will appear alerting you to choose the Master Contact. The master will assume hierarchy and all of the secondary contact information will be added to it.

This check mark denotes the master, so just choose and confirm. Completion of the merged contacts returns you to the homepage.

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