The database tries to match contacts by email and phone number, but sometimes it won't be absolutely certain if someone is the same person. This can lead to having a duplicate record.
You can easily merge duplicates - up to 10 at a time (although we'd certainly hope you wouldn't ever have 10 records that are the same person!)
Step 1: Find the Contacts That You Want to Merge
- Navigate to your contacts.
- Check the box to select contact records. (You can choose 2-10 contacts for this specific action.)
Step 2: Choose Your 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 record that remains after the merge.
- Select any information that you want to keep from the duplicates.
- Type CONFIRM and click “Resolve” in the bottom right corner to confirm these updates.
NOTE: Only ADMIN USERS can merge. If you cannot see the merge option, please contact your account admin regarding your permissions.