Click the Contacts option
Selecting the Contacts option will display your contacts list, allowing you to view and manage your stored contacts within the CRM.
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Shared guide
Delete and merge contacts in your CRM
Manage your CRM contacts by deleting unwanted entries and merging duplicate records, ensuring all relevant information is consolidated for better organization and efficiency.
viktoriaManage your CRM contacts by deleting unwanted entries and merging duplicate records, ensuring all relevant information is consolidated for better organization and efficiency.
Step-by-step Guide14 steps
Click here to manage contacts
Clicking this link will allow you to access options for managing your contacts, including actions such as editing or deleting contact information in the list.
Loading screenshot…100%Click here to view contact details
Clicking this link will allow you to access detailed information about the selected contact, including their email and phone number.
Loading screenshot…100%Click the Delete button
This action will remove the selected contacts from your list. Ensure you have chosen the correct entries, as deleted contacts cannot be recovered.
Loading screenshot…100%Click here to confirm deletion
Enter the number of records you wish to delete in the textarea, and then click 'Delete' to proceed with the action.
Loading screenshot…100%Type the number of records to delete
In the provided text area, enter '2' to specify the number of records you wish to delete. This action will prompt the system to delete the indicated records, which cannot be restored after 90 days.
Loading screenshot…100%Click the Delete button
Confirm the deletion of the specified number of records. Be aware that deleted records cannot be restored after 90 days.
Loading screenshot…100%Click the John contact row
Clicking on the 'John' contact row will open the detailed view of this contact, allowing you to edit or view more information about this individual.
Loading screenshot…100%Click the Actions menu
This will open a dropdown menu with various options related to the contact, allowing you to manage communication settings, view subscriptions, and more.
Loading screenshot…100%Click the Merge option
Clicking 'Merge' will combine this contact's information with another selected contact, ensuring all relevant details are consolidated into a single record.
Loading screenshot…100%Click the 'Select a record' button
This action allows you to choose a record to merge with the selected record, enabling you to customize the merge process by selecting additional properties for review.
Loading screenshot…100%Type 'john' in the Record Search field
Enter 'john' in the Search field to locate and select the appropriate record for merging. This will filter the available duplicates, allowing you to choose the correct entry.
Loading screenshot…100%Click the John Doe email link
Clicking on the email link will open a detailed view of John's record, allowing you to review and edit his information as needed.
Loading screenshot…100%Click the Merge button
This action initiates the merging process for the selected contact records, consolidating their information into a single record.
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