Merge duplicate contacts and leads

When the same person was saved twice, for example once from WhatsApp and once from a web form, merge the two records. Owner Company admin Only the Owner and Company admins can merge; others see An owner or admin can merge them.

#Find duplicates

Dromix marks records that look like the same person with Possible duplicate, for example Same email, Same phone or Same contact. On the contact or lead, select Review & merge.

You can also open any contact or lead and select Merge… to choose the other record yourself.

#Merge two records

1. In Merge contact (or Merge lead), search for the other record and select it.
2. Under Primary record (kept), choose which record stays. The other one is removed.
3. Check the preview. For each Field it shows the Result: the primary record's value, or the other record's value when the primary one is empty. Notes from both are kept.
4. Under Moves to the primary: you see what moves over, for example leads, deals, chats and timeline entries.
5. Select Merge contacts (or Merge leads).

The primary record's timeline gets an entry saying what was merged.

#Good to know

• Merging cannot be undone. Check the preview before you confirm.
• The primary record keeps its own status. Merging an active contact into an archived one keeps the result active.
• When the other record has a photo and the primary does not, the photo moves too.
• Erased records (after a GDPR erasure) cannot be merged.

For companies, see Companies.