Merging Contacts in Surplus Systems: Simplify Your Contact Management | SURPLUS SYSTEMS

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Merging Contacts in Surplus Systems: Simplify Your Contact Management

Eliminate duplicates and consolidate contact information by mastering the art of merging contacts in Surplus Systems. This article guides you through the simple steps to accurately combine multiple contact entries into a single, comprehensive profile, enhancing your CRM's organization and ensuring you have the most up-to-date information at your fingertips.

1. Begin by accessing your Contacts section.

1 Click here.

2. Now, select the first contact to merge.

2 Click on the element.

3. Next, tick the checkbox of the second contact.

3 After that, click here.

4. Proceed by clicking on the Merge Contacts button.

4 After, click here.

5. Select all the existing contacts to merge with.

5 Click on "Select All".

6. Choose the Show All Fields option for visibility.

6 Click on "Show All Fields".

7. Now, choose the contact record to keep.

7 Then, click on the element.

8. Type "CONFIRM"

8 Click on "Resolve".

9. Lastly, hit "Resolve". Please take note that After selecting "Confirm and resolve", the action cannot be undone.

9 Upload

10. You have successfully merged two contacts!

10 Once that's done, click on "UT".

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