Administrators | ✓ | |
Company Managers | ✓ | |
Marketing Managers | ✓ | |
Sales Managers | ✓ | |
Salespersons | ||
Jr. Salespersons |
To merge contacts, do the following:
Once the merger is complete, the target contact is deleted from the database. Its content will be merged with the main contact.
The information that will be carried over includes:
Note: Form History information is also located on the contact's Life of the Lead.
The information that will not be carried over includes:
Note: The lead owner for the main contact is retained during the merger process.
Copyright © 2025 · All Rights Reserved · Constant Contact · Privacy Center