Merging duplicate contacts.


Over time duplicate contacts or people are added to your database use the Duplicate tool to merge contacts.


  1. Open your People screen and select the Tools button
  2. On the Tools toolbar select the Duplicate button
  3. The default duplicate matching is on Email address
  4. Select any 2 Duplicate contacts and the click on the Merge button


When you click on the Merge button you will have the option to merge your two contacts

Click on the Arrow to merger in the opposite direction




Tips

  • The Activities from the contact being merged will be moved across to the target contact.
  • Always merge to the Contacts with the most information, listings, and or Sales
  • Remember that duplicate contacts are normal if they belong to different Agents.
  • You can search for Duplicate phone numbers as well as Email address’s