Help Center›CRM & Communications
How do I merge duplicate CRM contacts or companies?
For office teams · Updated October 26, 2026
Use this when the same person or company is in CRM twice.
Find duplicates
- Open CRM › More › Cleanup. It shows only if you can manage customers.
- Under Duplicates, switch between Contacts and Companies.
- Matches are grouped as Exact, Likely and Possible.
- Choose Review merge on a group, or Not duplicates if they are different records.
Merge
- In the merge window, set the record to keep to Keep. The others are Merge, or Not a duplicate to leave one out.
- Where fields differ, use Pick a value to choose what the kept record gets. Empty fields fill in automatically and notes from every record are kept.
- Choose the merge button, such as Merge 2 contacts.
What moves
Activity, projects, follow-ups and notes move to the kept record.
Other ways to merge
On CRM › Companies, choose Select companies, tick the duplicates, and choose Merge selected. Cleanup also offers a Merge all exact option for groups that match exactly.
Undo a merge
Every merge is recorded. Open CRM › More › Cleanup › History and choose Undo on that merge to bring the merged records back.
On the phone
Cleanup and merging are web only.