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GHL Nugget
Merge Duplicate Contacts So Each Customer Has One History
Two records for one person split their texts, notes and opportunities. Select both in Contacts and merge them so your team sees one history.
It happens in every account. A customer fills out a form with a work email, then calls in from a different number, and now you have two contact records. Merge combines them into one record so the conversations, notes and opportunities live in one place.
This matters more than it looks. When one person is split across two records, one record can still sit in a follow-up workflow while the other has already booked. Your team may reply from the wrong thread, and your reports count one customer twice. Merging fixes the cause instead of cleaning up each symptom.
Before you confirm, you choose which record is the primary one. Pick the record with the most complete and most recent details, then check that the phone number and email you want to keep are the ones shown. Review both records first, because you should not assume a merge can be undone.
How to use it
- Go to Contacts and search for the customer by name, email or phone number.
- Tick the checkboxes next to the two duplicate records.
- Click Merge in the actions that appear above the list.
- Choose the primary record and review the field values it will keep.
- Confirm the merge, then open the contact to check the combined history.
Who it helps
Service businesses with several people answering leads, and agency operators cleaning up a new client's imported contact list.
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