HighLevel Bulk Actions – Merge Duplicate Contacts
Key Takeaways
- Using the HighLevel Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts.
- Here’s how to merge duplicate contacts using the bulk action feature within HighLevel:.
Using the HighLevel Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to merge duplicate contacts using the bulk action feature within HighLevel:
Step 1: Choose Your Contacts
- Navigate to your contacts in HighLevel.
- Check the box to select contact records. (You can choose 2-10 contacts for this specific action.)
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Step 2: Choose Your Action
- Choose the icon for “Merge Duplicate Contacts”
- This will open a pop-up for you to select what information to maintain and overwrite between the contacts. The “Master Record” will be the maintained, default record.
- Type CONFIRM and click “Resolve” in the bottom right corner to confirm these updates.
NOTE: If you cannot see the merge option, please contact your account admin regarding your permissions
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