How To Merge Multiple Contacts

Created by Belinda Henry, Modified on Sat, Jul 8, 2023 at 5:51 PM by Belinda Henry

How To Merge Multiple Contacts

Using Bulk Actions with Contacts or Smart Lists, you can perform multiple one-off actions on your chosen contacts. Here’s how to merge multiple contacts:

Bulk Actions - How To Merge Multiple Contacts - Step 1

Click "Contacts"

Bulk Actions - How To Merge Multiple Contacts - Step 2

Select the contact(s) that you wish to merge.

Bulk Actions - How To Merge Multiple Contacts - Step 3

Click the "Merge up to 10 Contacts" button.

Bulk Actions - How To Merge Multiple Contacts - Step 4

Select which contact record you wish to make the MASTER RECORD.

Bulk Actions - How To Merge Multiple Contacts - Step 5

Choose which information from each of the contacts should end up in the master record.

Bulk Actions - How To Merge Multiple Contacts - Step 6

Click the "CONFIRM" field.

Bulk Actions - How To Merge Multiple Contacts - Step 7

Type "CONFIRM"

Bulk Actions - How To Merge Multiple Contacts - Step 8

Click "Resolve"