1. In the contact list view section, click the ellipsis menu from the top right corner. 
   
2. Click on the Manage Duplicates option at the top-right of the contact page or within the contacts add form window.
   The system will automatically display a list of duplicates, which are identified based on matching information like email addresses or phone numbers.
   
   
   

3. Click the Review button to open the Review Possible Duplicates window. This window displays the contact's name, profile, email, and phone number.
4. Choose the contact to retain by selecting the radio button next to the preferred entry.
   
   

5. The remaining duplicate contacts will be merged into the selected contact.
   

Click the Merge button at the bottom of the panel to consolidate the selected contacts into a single for a clean record.

What happens when merging contacts?

When contacts are merged, the following contact properties are updated:

1. Contact fields - The primary record is retained with its values. If the primary record has blank fields, the values from the most recently updated secondary record are used.

1. Activities – All activities from the secondary records are merged into the primary record.

1. Notes – All notes from the secondary records are added to the primary record.

1. Deals – Deals from the secondary records are merged with the primary record, as long as they belong to the same account.

1. Company - If the primary record doesn’t have a company, the company of the most recently updated secondary record is added.

1. Conversations - All conversations, including phone calls, voicemails, and chats, from the secondary records are merged into the primary record. 

1. Activities Timeline - The activities from the secondary records are added to the primary record’s timeline.