As you are adding contact records, you might come across a pair of duplicate records on your own that our system hasn’t flagged automatically. For example, this can happen when someone changes their name, but your historical records list both their updated name and their prior name.

Not to worry – you can manually flag a pair of contacts as duplicates so you can review and merge them together.

You’ll first want to locate the two contacts and select them, by clicking the small box in the top-left corner of the contact records. (Once selected, it will turn blue and a white checkmark will appear in the box.)

Once both records have been selected, you can click on the “Bulk Actions” button towards the top-left of your screen, and select the “Flag Potential Duplicates” option.

At that point, you will be automatically be taken into the process to merge those records.