This guide provides a step-by-step process for merging contacts using Smart Lists. Learn how to select multiple contacts, resolve field discrepancies, and choose primary contact details like name, email, phone, source, and tags. Merge conversations and customize fields to create a unified contact record. Perfect for maintaining accurate, organized, and duplicate-free contact data.
1. Explore more options by opening the menu.
2. Now, select 'Contact Management' from the dropdown.
3. Next, choose 'My Contacts' to view your list.
4. Select the first contact you want to merge.
5. Optionally, choose another contact to merge.
6. Add more contacts for merging if necessary.
7. Proceed to merge the selected contacts.
8. Identify fields with differing values.
9. Decide which contact will be the primary after merging.
10. Pick first and last name preferences for the merged contact.
11. Select the email and phone number to retain.
12. Choose contact source, type, and tags to include.
13. Verify the creation dates to determine the most recent contact.
14. Prepare to merge conversations from the selected contacts.
15. For additional customization, click on 'All fields'.
