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