How to merge duplicates
Having duplicates in your CRM can lead to confusion - we're here to help. There are two ways to merge duplicate people and/or organizations:
Duplicate Management center (Admins only)
If you are an admin, you can manage duplicates in one place through the Duplicate Management center.
- Click your personal avatar (top-right corner) to access your Affinity Settings.
- Click the Duplicate Management tab.
- For each pair of duplicates, choose one of the three options:
- Smart Merge
- Skip (will resurface after 14 days)
- Keep Both
- Smart Merge
Merging duplicates one by one (All user types)
If you are not an admin, you can still merge duplicates by following the steps below.
- Go to the profile page of the person/organization that will be the master contact.
- Click the ellipsis, then click Merge duplicate.
- Type in the name of the duplicate you’d like to merge into the master contact.
- Click Merge.
Note: You can merge contacts for people-type and organization-type contacts, not for opportunity-type contacts (due to their unique nature).