Merge Duplicates

ConvergeHub users can merge multiple similar contacts to create one record. This option is available for Leads, Accounts, Contacts and Deals.

• Click on the check boxes for the respective contacts you want to merge.



• Click on Merge Duplicates option under the Action dropdown.



• Choose the information from Record 1 and Record 2 to appear in the merged record.



• Click on Merge option at the end of the page to implement the merging process.