Merge Suggestions

View and merge duplicate Contacts identified by the platform

Getting Here

In the vertical sidebar, click on the Merge Suggestions tab.

Duplicate Contacts

Within a Workspace, there can be multiple Contact profiles belonging to the same person. In such scenarios, these duplicate Contact records can be merged into one complete record.

Platform Users will be alerted about potential duplicate Contacts through merge suggestions. Merge suggestions are made based on the repeated use of a phone number or email address on two or more Contact profiles.

The merge suggestions will also be prompted on the Dashboard.

Refer here for how to merge Contacts.

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