How to merge contact records in Prophet CRM.
Back to Prophet CRM Beginner’s Guide
If you’ve got duplicate contact records in your Contact Manager, this video will show you the easiest way to merge them without losing any data.
Step One: Select the contacts that you’d like to merge. You can hold down the control key to select multiple rows.
Step Two: Right click on the selected records and click on merge contacts.
Step Three: A window will appear allowing you make any necessary changes before you merge the records.
Step Four: Click Merge to merge the records.