Bulk Actions - Merge Duplicate Contacts

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to merge duplicate contacts using the bulk action feature:

Step 1: Choose Your Contacts

• Navigate to your contacts.

• Check the box to select contact records. (You can choose 2-10 contacts for this specific action.)

Step 2: Choose Your Action

• Choose the icon for “Merge Duplicate Contacts”

• This will open a pop-up for you to select what information to maintain and overwrite between the contacts. The “Master Record” will be the maintained, default record.

• Type CONFIRM and click “Resolve” in the bottom right corner to confirm these updates.

NOTE: If you cannot see the merge option, please contact your account admin regarding your permissions