Often times CRM's can easily have multiple duplicate contacts, which is an easy mistake that can happen when you are simply trying to run your business. We've created a quick and easy way to identify and merge all of your duplicate contacts. Click here to go to your contacts.
To begin, click on the "Profile Image" in the top navigation, and then select
"Merge Contacts".
From here, you can do two things:
Search for specific contacts that you believe have duplicates.
Have our system find duplicate contacts based on different criteria: 1) First & Last Name, 2) Email Address, 3) First & Last Name with Email Address
Once you have searched, found, and selected the contacts that you want to merge, click on the red "Done Selecting" button.
Next, will then be asked to selected a master copy (or master contact). The master will be the contact that all of the other duplicated contacts are merged into. Once you have selected a master, click the "Done Choosing" button.
Then, you will be presenting with columns of all of the contacts that you selected at the beginning of the merge process. The left-most contact (with a different color background) is the master contact. Every radio-button that is selected on this screen will be merged into the master contact. Once you have made your selections, click the "Done Picking" button.
Last, you will be shown a preview of what your new contact will look like after all merging is complete. If you aren't happy with how your new contact looks, click the "Go Back" button at the bottom. Otherwise, click the "Done Picking" button.
Now your new merge is complete! You can continue to do this process for every duplicate contact in your CRM.
If you have any questions, feel free to reach out to us by using the chat in the bottom-right of the platform, or by asking our team on Facebook.
- 90-Day Sales Support