Checking for Duplicate Contacts
When a new contact or lead is added to your CRM, you can check if there's an existing account. Occasionally you may encounter a duplicate contact. Follow these steps to merge the contacts under one account.
1. Select the contact and click their name to open their Contact Summary page
2. Go to the tab labeled "Check for Duplicates"
3. Review the "Potential Duplicates" section.
Look for similarities in the contact information. Example highlighted below.
4. Click "Merge Contact"
5. Review the information you'll be merging.
Select the contact information that should be merged into the one account. Review and selected the most updated information. The merging account will be deleted.
Select any or all groups that this contact should be added to.
6. "Save Merge" when completed.
The completed merge should say "No duplicates found"
7. This merge will be recorded in your activity history with this contact.
