What it is
The Duplicates room lists records that share an email address or a name. Nothing merges on its own. You pick which record survives, see what would move, and you can undo it for 30 days.
Where to find it
CRM > Duplicates. A contact’s More actions menu also has Find duplicates to merge.
Steps
- Go to CRM > Duplicates.
- In a group, pick the record to keep in the Keep column.
Pick Keep, untick any to leave out, then Review merge - Untick any record under Merge in that should stay separate.
- Press Review merge.
- Read what moves: calls, notes, tasks, deals, texts, files and more, plus blank fields that get filled.
- Press Merge and keep to finish.
Read what moves, then Merge and keep - To undo, open the record you kept, find the Merged in card, and press Undo.
Good to know
- You can merge up to 5 records into one at a time.
- The other records go to the Recycle Bin. After 30 days the merge is permanent.
- Only empty fields are filled. Nothing already on the record you keep is overwritten.
- A do not call or do not redial mark on any record carries over and stays, even if you undo.
- The same phone number can never be on two records, so that kind of duplicate cannot happen.
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