How to Merge contacts

This guide explains the steps to merge contacts

1. Click "Contacts"

Access the Contacts section

Click

2. Select Records

Select Records

3. Click "Actions"

Click

4. Click "Merge"

You have to select at least two contacts to be able to access the Merge button.
Click

5. Click here

When merging a contact, you can decide the contact you will like as the Master Record by toggling here.

Click here

6. Selecting Info To Merge

You can choose relevant information from various contacts and combine them into a single Master record on this list.

Click

7. Click "Select All"

Selecting all the contact information is also possible by clicking on the "Select all" button.

Click

8. Click "Showing fields with different values"

Click on "Show Fields With Different Values" to display fields with varying values.

Click

9. Click "Show All field"

To display all fields, just click on the button labeled "Show all fields" located here.

Click

10. Type "CONFIRM"

After selecting "Confirm and resolve", the action cannot be undone.
Type

11. Click "Resolve"

After selecting "Confirm and resolve", the action cannot be undone.
Click
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