- 1Open one of the two records (contact or company).
- 2At the bottom of the record, click Merge a duplicate. A pink badge already flags likely duplicates.
- 3Pick the other record: likely duplicates (same email, LinkedIn, domain or name) are suggested first.
- 4Choose the record to keep and, field by field, the values to keep, then Merge.
Deals, activities, meetings, messages, follow-ups and tags of the deleted record move to the kept record: nothing is lost.
Merging can’t be undone. Viewers can’t merge.