Merge Duplicate Contacts in Bulk
Ryan Alex
Last Update 1 ปีที่แล้ว
You can perform multiple one-off actions to selected or all contacts using the Bulk Actions features in your Contacts/Smart Lists section.
How to merge duplicate contacts using the bulk action feature?
A. Choose Your Contacts
a. Steer to your contacts.
b. Check the box to select contact records. (You will be able to select 2-10 contacts for this specific action.)
b. Check the box to select contact records. (You will be able to select 2-10 contacts for this specific action.)
B. Choose Your Action
a. Select the icon for “Merge Duplicate Contacts”
b. A pop-up will open up for you to select what information to maintain and overwrite between the contacts. The maintained, default record will be the “Master Record”.
c. Type CONFIRM and click “Resolve” in the bottom right corner to confirm these updates.
c. Type CONFIRM and click “Resolve” in the bottom right corner to confirm these updates.
Note: Please contact your account admin regarding your permissions, if you cannot see the merge option.