Merge Duplicates

Combine records that share the same email and/or phone so conversations and activity live in one place.

When the alert appears

Prospect Details shows a duplicate alert when other prospects match email and/or phone. Matching contact edits (for example changing a phone to one that already exists) can also open merge.

How to merge

1. Open the alert / Merge action on Prospect Details.
2. Choose which record is the primary. The primary must have a valid phone or email.
3. Confirm the merge of matching duplicates.
4. The primary remains. Eligible duplicates that match email or phone are merged into it.

Tips

• Use merge after a large Import or accidental double-entry.
• Check the primary’s stage, owner, and communication preferences before you confirm.
• Merge is for the same person. Do not merge two different people who happen to share a company switchboard number unless you intend to.