Steps to Merge Duplicate Contacts
Step 1: Find Duplicate Contacts
- Navigate to the Contacts from your account.
- Use the QuickSearch bar to find duplicate contacts by entering a common identifiers like name or email.
- You can also search manually from the contact list.
- Select the duplicate contacts you want to merge. (Maximum 10 at a time)
Step 2: Initiate the Merge Process
- After selecting the contacts, click on the Merge Contacts button.
Step 3: Choose the Master Record
Choosing the Master Record ensures its primary details are preserved during the merge, while relevant data from the other records is combined into it to create a single, complete contact.
- Review the details of the selected contacts.
- Select the Master Contact.
- You can also select the Primary Email/Phone for the Master contact from any of the selected contacts.
- Click on Merge Contacts button.
Important: When merging, the Master Contact keeps all key data. Info from the Child Contact is permanently lost; review carefully before confirming.
Step 4: Confirm the Merge
- Check the I understand this action cannot be reverted box.
- Click on Merge Contacts button.
Frequently Asked Questions
Q. Can I undo a merge?
Currently, merged records cannot be undone. Double-check all data before confirming the merge.
Q. What happens to field data during a merge?
The selected master record retains its details, while unique fields from other records are added to it.
Q. Why can’t I find the merged contact?
Ensure you are searching with the correct name or email from the master record. If the issue persists, refresh the page or clear your search filters.
Q. Can I merge contacts in bulk?
No, you can merge up to 10 contacts at a time.
Q: What causes duplicate contacts in Lead Hero?
Duplicates can come from manual entry, CSV import, forms, or third-party tools like Zapier.
Q: Will the contact's custom values or fields be affected?
Custom fields from the secondary contact will only be added if the corresponding field is blank in the primary. No overwriting will occur.
Q: How do I know which contact to choose as the master?
Choose the record with the most accurate and up-to-date information. The master contact retains conversations, last activity, files, and other data.