Merging CRM Contacts

Collecting user data can sometimes lead to duplicate contacts in your CRM. Maybe a user submitted a form twice with different data. Maybe they two submitted different forms. Regardless of how they ended up there, there's an easy way to resolve the issue. Merge the contacts together! Follow the steps outlined below to merge the contacts and clean up your CRM.

1. First, log in to your CRM. From your Contacts screen, identify duplicate contacts and check the box on left side of home screen next to the two contacts you want to merge. (https://madshot.net/e7d71b2ff2f4.png)
2. Click Edit (pencil icon) at top of checkbox column. Please not that the merge option is only an option when two contacts are selected. (https://madshot.net/8011fe5fabb3.png)
3. Choose Merge and system will verify which contacts will be merged. During this step, its very handy to have the ID numbers visible on home. This will help to add contact with least data into contact with most, or newest contact into oldest etc. (https://madshot.net/7733ed867788.png)
4. Click Merge. You may need to refresh to see final results. 'Deleted' contact may appear grayed out initially.

Helpful Hints:

Display the ID number column when merging.

Sort contacts by name or email in alphabetical order to find potential duplicates (https://madshot.net/7c6339bb647f.png)

Can Only two contacts can be merged at once. If you have more than two instances of a contact, you'll need to do more than one merge. (Eg: #4 merged to #3, #3 merged to #2 and so on)

If adding contacts manually, always do a search for their name or email before creating new contacts to avoid duplicates.