CRM (Advanced): Merge Duplicate Contacts

Contacts are considered duplicates when you have more than one contact with the same email address, phone number, and name, and there are no conflicting fields among them. If you end up with duplicate listings, merge them either automatically or manually. If you merge two or more contacts that are linked to different accounts, the resulting contact will still be linked to those accounts.

Contacts are considered duplicates when you have more than one contact with the same email address, phone number, and name, and there are no conflicting fields among them. If you end up with duplicate listings, merge them either automatically or manually. If you merge two or more contacts that are linked to different accounts, the resulting contact will still be linked to those accounts.