How to merge duplicate contacts using the bulk action feature
Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to merge duplicate contacts using the bulk action feature:
Step 1: Choose Your Contacts
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Navigate to your contacts.
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Check the box to select contact records. (You can choose 2-10 contacts for this specific action.)
Step 2: Choose Your Action
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Choose the icon for “Merge Duplicate Contacts”
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This will open a pop-up for you to select what information to maintain and overwrite between the contacts. The “Master Record” will be the maintained, default record.
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Type CONFIRM and click “Resolve” in the bottom right corner to confirm these updates.
