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Contacts & Lead Management

almost 2 years ago

How do I merge duplicate Contacts on Agile?

Vendor Responses

Response by Agile CRM

almost 2 years ago

The way Agile looks for duplicate contacts is by using the Email address as a unique value. If you believe you have duplicate contacts with the same name & different email address for the same person, you can go ahead and merge the duplicate by following the instructions given below.

1) Visit the Contact's page

2) Open the Contact which you wish to merge

3) Click on the Edit button as shown in the picture

4) Now, click on 'Merge Duplicates'. It will search for the list of contacts having the same first and last name. You can then select the contacts that you would like to merge from there and merge them.