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How to Merge Duplicate Contacts in Housing Market CRM

Tutorial 48 of 181 · 43 s

Open the product

The same buyer enquires twice, one colleague types their name and another types their number, and now a Housing Market CRM account holds two records for one person. This tutorial opens Duplicate contacts, which groups records that look like the same person, compares the two side by side, and merges them. The merge is deliberately hard to reach, because it archives one of the two and cannot be undone — so the screen shows you what each record is attached to before you commit.

In this tutorial you will learn

  • Where duplicate contacts are listed
  • How the CRM decides two records look alike
  • What to check before merging
  • That a merge cannot be undone

Follow along: the steps

  1. Open Duplicate contacts from Contacts.
  2. Grouped by why they look like one person.
  3. Here: the same phone number and name.
  4. Check Linked records — the busier record is the one to keep.
  5. Not a duplicate stops the list asking again.
  6. Merge archives one side — and cannot be undone.
  7. So open both first. Nothing is deleted, but nothing comes back either.
  8. One colleague types the name, another types the number — and now there are two.
  9. Make it a monthly habit, not a yearly clean-up.