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