Why Merge?
Duplicate profiles can cause clutter and complicate your workflow. Merging helps you maintain a clean database, preserves important details, and keeps your teamâs 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
- Navigate to the record you wish to keep.
- Click on Actions located in the top right corner and select Merge.
- Search and select the Duplicate Record
- Review and Validate
- The record being merged (âgoing awayâ) will appear on the left, and the one youâre keeping (âhere to stayâ) on the right.
- Double-check your selectionsâmerging is permanent and cannot be undone.
- 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, thereâs no going backâso validate before you confirm.