Merging Duplicate Contacts

Permissions needed: Accounts & Contacts > Edit

If you find that you have created a contact more than once, you may merge the duplicates instead of inactivating them. By merging the contacts, any events or tasks associated with either contact will be kept.

When merging contacts that are in hierarchies, it is important to keep certain merging rules in mind.
  • All contacts that report to either of the contacts will report to the resulting contact.
  • The resulting contact will keep the manager of the "primary" contact of the merge (the contact whose details page you are starting the merge from). If the primary contact does not report to anyone, neither will the resulting contact, even if the other does report to someone.
For more information, please see Account and Contact Hierarchies.

To merge contacts:

  1. Go to the details page of the primary contact. (This contact's Account and manager will be retained by the resulting contact.)
  2. Click the more_vert menu icon in the upper-right corner.
  3. Click Merge Contact.
  4. In the Merge Contact slider, search for and select the duplicate contact. The contacts' accounts will be listed to help you find the correct one.
  5. Once the other contact is selected, you will be able to select which information you would like to keep from each contact. The information for the primary contact will be selected by default. If any fields for that contact are empty, the information for the other contact will be selected. The information you can select is:
    • Name
    • Which emails and phones to include. The first you check will automatically be set as the primary, but you can also click Set Primary next to a different entry to give it that label.
    • Address
    • Bio
    • Title
  6. Once you've made your selections, click Save.
  7. Confirm that you want to merge the contacts.

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