How to deduplicate contacts?

Blake Chapman
Blake Chapman
60
| 2 1 1
Asked on 6/11/15, 2:56 PM
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To duplicate contacts the user must login and do the following steps

  • Go to "Sales"
  • Then on the left hand side under "Tools" click on "Deduplicate Contacts"
  • The user will be prompted with the following screen
  • Select one or more of the check boxes to search for duplication then click on the "Merge with Manual Check" button which will take you to another screen.
  • The destination contact is the contact that both contacts will be merged into once the user has selected the dominate contact the user will click on the "Merge Selection" which will merge the two contacts.

Thats it you have now merged two contacts.

Blake Chapman
Blake Chapman
60
| 2 1 1
Answered on 6/11/15, 3:11 PM
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Asked: 6/11/15, 2:56 PM
Seen: 575 times
Last updated: 6/15/15, 5:04 PM