Merging Contacts 👥 📂

Standard Operating Procedure for Merging Contacts

Objective

This SOP outlines the steps to merge contacts in the system to ensure all relevant information is consolidated into a single contact record.

Key Steps

Step 1: Identify Main Contact 0:54

• Check the main contact that you want to retain.
• Ensure this contact has the most important information.

Step 2: Select Additional Contacts 1:04

• Select the additional contact(s) you want to merge with the main contact.
• You can merge up to 10 contacts at a time.

Step 3: Merge Contacts 1:15

• Click on the 'Merge Contacts' button.
• The main contact will automatically be set as the master contact.

Step 4: Review Merged Information 1:31

• Confirm that the master contact retains all existing information.
• New information from the additional contact(s) will be added without replacing existing data.

Step 5: Finalize Merge 2:54

• Click on 'Merge Contacts' to finalize the process.
• Verify that the contact now has all relevant numbers, notes, and tags.

Cautionary Notes

• Merging contacts cannot be undone, so ensure you have selected the correct main contact before proceeding.
• Double-check all information to avoid losing important data.

Tips for Efficiency

• Always keep your contacts organized to minimize the need for merging.
• Regularly review and update contact information to prevent duplicates.

Link to Loom

https://loom.com/share/03e80b22ac3343f7ab9b790acdb1f608

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