Bulk Actions - Merge Duplicate Contacts

July 31, 2024•1 min read

Using the 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:

Step 1: Choose Your Contacts

Navigate to your contacts.
Check the box to select contact records. (You can choose 2-10 contacts for this specific action.)

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.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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