Merge CRM Contacts
Duplicate contacts can show up in your CRM when a user submits forms multiple times or with different information. Merging these duplicates helps you keep your contact list clean and organized.
What Happens When You Merge Contacts?
Merging contacts combines two profiles into one. You'll choose a primary contact to keep, and a secondary contact to merge with it.
Primary Contact: This is the profile that you want to keep. Its information will take priority.
Secondary Contact: This is the duplicate profile that you want to merge into the primary one.
The system will update the primary contact's profile with any missing information from the secondary contact. For example, if the primary contact has no phone number but the secondary one does, the secondary contact's phone number will be added to the primary profile.
Certain attributes like Type, Status, Assign to, and Tags will be combined. So, if both contacts have different tags, the final merged profile will have all of them.
Note: If the secondary contact is subscribed to an email list, they will be removed from that list during the merge.
How to Merge Contacts
Follow these steps to merge your contacts:
Log in to your Marketing 360 dashboard and navigate to the CRM.
Sort your contacts by Contact Name or Email to easily spot duplicates.
Check the box next to the two contacts you want to merge.
Click Actions at the top left and select Merge from the drop-down menu. You may need to refresh the page to see the final result.
To prevent duplicates in the future, always search for a person's name or email before you add a new contact manually.
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