Merging Contacts

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Merging Contacts

To merge contacts, do the following:

1. Click Contacts in the left toolbar.
2. Locate the main contact to be merged with a target contact. Click    Options > Merge Contact with.
   
   
   

    

3. Type the target contact's name to be merged with the main contact in the modal window that appears. For each field, select which contact's information to use.
4. Click Save.
   
   

    

Merged Content

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:

• Selected field information
• Tracked devices
• List memberships
• Tasks
• Notes
• Primary campaign attribution

Note: Form History information is also located on the contact's Life of the Lead.

The information that will not be carried over includes:

• Synced and Lead Gen & CRM email history
• Media Center history
• Action group memberships
• Opportunity associations
• Lead owners
• Life of the Lead events 
• Form history

Note: The lead owner for the main contact is retained during the merger process.