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How To Merge Multiple Contacts

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Angie | PurpleCow Digital
Updated 1 year ago

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"

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