If you have imported your clients to the Contact Hub from either an integration or your proposals, you may see some duplicates.

This could be due to client details being entered differently across different proposals (for example Ltd vs. Limited in the company name), or the same record existing twice in a platform you have imported your contacts from.

To clean up your database, you can merge your existing duplicates.

There are two ways to do this:

Merge contacts in bulk - Use this option when you have multiple contact records that have imported with the same name and email address
Merge individual records - Use this option when you have multiple contact records that don't have imported with the same name and email address. For example, client names or company names that have been entered differently (Limited vs Ltd)

📎NOTE: Client first and last name for individuals. Organisation name for organisations.

Merge contacts in bulk

Click the Contacts tab.
Click the three dots and then click Merge duplicate contacts.
You see an explainer which you need to read through and confirm before you click Merge.

What happens after I click merge?

All contacts with the same name and email address will be merged at once
All proposals, relationships and notes that exist across duplicate records will be combined into one
If there are any conflicts with the data, such as the address, we retain the information from the most recently created contact.

Merge individual records

From any contact record that needs to be merged, scroll to the DANGER ZONE.
Click Merge with another contact.
Type in the name of the other record you want to merge this existing record with.
Select the details of the record you'd like to keep.
Click Confirm.

What happens after I click merge?

The two contacts you have chosen to merge will be combined
All proposals, relationships and notes that exist across duplicate records will be combined into the one record you chose