How To Merge Contacts In Pipedrive

How To Merge Contacts In Pipedrive

  1. Log In: Access your Pipedrive account.
  2. Go to Contacts: Navigate to the 'Contacts' section in the main menu.
  3. Select Duplicate Contacts: Identify the contacts you want to merge.
  4. Click on Merge: Use the merge option usually found in the actions menu.
  5. Choose Primary Contact: Select which contact will remain after the merge.
  6. Review Information: Check the details to ensure accuracy.
  7. Confirm Merge: Finalize the merge process by confirming your choice.
  8. Check Merged Contact: Verify that the information is correctly combined.