How to Merge Duplicate Contacts

Go to “Contacts”

Select the contacts you would like to merge

  • Check the box to select contact records. (You can choose 2-10 contacts for this specific action.)

Choose the icon for “Merge Duplicate Contacts”

  • This will open a pop-up for you to select what information to maintain and overwrite between the contacts. The “Master Record” will be the maintained, default record.
  • Type CONFIRM and click “Resolve” in the bottom right corner to confirm these updates.

NOTE: If you cannot see the merge option, please contact your account admin regarding your permissions

Still need help? Contact Us Contact Us