Duplicated Contacts
Merge duplicated contacts based on Phone number or Email
NOTE: If you merge the duplicated contacts, all data like the campaign info, messages, and contact info will be combined into the selected one.
Bulk Merge
When you click Bulk Merge Contact, you will be selecting the criteria of how to merge the contacts.
Merge Criteria
Most recent engagement
Oldest engagement
Created first
Created last
Most recently updated
Has valid email
Has valid phone number
NOTE: Contacts that don’t match the criteria selected will be merged with the contact that does.
Once the contacts are merged:
This action cannot be undone after you merge these contacts.
Tags, notes, and timeline activity such as messages for both contact records will be available in the final record
Any opportunities from the secondary contact will be deleted
Any campaigns assigned to the secondary contact will no longer be assigned.