Alexa Best Small and Medium Business CRM Software - ConvergeHub

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.
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  • Click on Merge Duplicates option under the Action dropdown.
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  • Choose the information from Record 1 and Record 2 to appear in the merged record.
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  • Click on Merge option at the end of the page to implement the merging process.
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