Chamallo

I have two records for the same person: how do I merge them?

  1. 1Open one of the two records (contact or company).
  2. 2At the bottom of the record, click Merge a duplicate. A pink badge already flags likely duplicates.
  3. 3Pick the other record: likely duplicates (same email, LinkedIn, domain or name) are suggested first.
  4. 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.

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