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Merge People

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Maria Herrell
Updated 2 weeks ago
Merging duplicate profiles is a smart way to keep your data organized and ensure that no valuable information is overlooked. If you spot multiple records for the same person—each with data you want to keep—users with merge permissions can combine these profiles into one comprehensive record.

Why Merge?
Duplicate profiles can cause clutter and complicate your workflow. Merging helps you maintain a clean database, preserves important details, and keeps your team’s activities, tasks, and deals in one place.

Note: Admins can grant merge permissions for users in Account Settings. For more information on user management, click here.

How to Merge People Records

  1. Navigate to the record you wish to keep.
  2. Click on Actions located in the top right corner and select Merge.
  3. Search and select the Duplicate Record
  4. Review and Validate
    • The record being merged (“going away”) will appear on the left, and the one you’re keeping (“here to stay”) on the right. 
    • Double-check your selections—merging is permanent and cannot be undone.
  5. Complete the Merge
    Click the Merge records button at the bottom of the page to finalize.


What Happens During a Merge?

  • All Activities, Tasks, Events, Deals, and Files from the duplicate record will move to the final profile.
  • Multiple Email Addresses and Phone Numbers: The system prioritizes work, then home, then other. After three, extras are added as Activities for safekeeping.
  • Conflicting Data: If a field is already filled, additional info is appended as an Activity.
  • No Undo: Once merged, there’s no going back—so validate before you confirm.
If you have any questions or run into any trouble, reach out to our support team at [email protected]. 
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