Combine two person records into one and bring everything attached to them along.
Merging is permanent and cannot be undone. Double-check both records before you confirm.
Before you start: Admins can always merge. Other users can if an admin has granted them the Can merge records permission at Settings > General > Users.
If Merge is not in the Actions menu, that is why — ask an admin to enable it. See Understand User Roles and Permissions.
Merge Two People
- Open the profile of the person you want to keep.
- Click Actions in the top right corner and select Merge.
- Search for the duplicate record and select it.
- Review the comparison. The record on the left is the one you keep. The record on the right is deleted once you confirm.
- Click Merge records at the bottom of the page.
What Happens When You Merge
- Everything transfers to the record you keep: activities, tasks, events, deals and files.
- Extra emails and phone numbers are kept in priority order — work, then home, then other. Past three, the rest are saved as an activity on the surviving record.
- Conflicting details are logged as an activity rather than overwriting what is already there, so nothing is silently lost.
Working through more than a handful of duplicates? The bulk duplicate checker finds and merges them in one pass — see Removing Duplicates.
Need help? Contact support at customercare@pipelinecrm.com.