Clean UP Duplicate Contacts

[0:00] Hey! Guys and Gals. In this short video I'm going to show you how to merge contacts inside of your AlphaBlossom CRM. Or if you're a HighLevel user inside of your HighLevel. Or your GHL CRM. So sometimes you'll have multiple contacts. Maybe they have different emails. Maybe the same phone number or different emails. But you know it's the same contact. And you just want to merge them into one so you can keep things together. And better organize. So it's very easy to do. HighLevel provides you with an easy way to do that. And make sure you can really curate which information is being merged from one. So that you're not losing the information. And let's just jump into it.

[0:32] And I'll show you how to do it. If you're not already subscribed to this channel click that subscribe button down below. I've also got some a really cool affiliate links down below. So you get a 30 day free HighLevel trial. Along with a free bootcamp. I've got my free community down below as well. Where I'm happy to help you with any HighLevel challenges you might have. So let's jump into it. And I'll see you on the other side. So inside of our dash. Contacts. We're going to search for the contact that we want to merge. And you can see we've got a couple different contacts with the same name. And that's the right person that we want to merge.

[1:11] So we're going to select both of those. And then up top where it says more. We're going to select the dropdown. And we're going to click merge. And then it's going to give us a couple different options. You can actually go field by field here. Or you can just have fields with different values. So we're just going to do the fields with different values. Since all the other fields are already identified matched up. But if you want to really get granular and just come through you can do that and go and check. And you can select. So basically it's going up the email. So you can which version has control of which of these different fields.

[1:44] So for example if I wanted this right now is the master. If I wanted to use the lead value from the other contact I could select that here. And I go through and identify. But to do quickly. We're just going to come here. And we're actually going to make this one on the right. The master that was his original contact. We've got a new contact here with the email. So we want to definitely merge the email. I'm going to click the source here. As the original source. And then same with the plans here. And then that's it. You just want to make sure everything is selected right the way you want to merge. And then I'm going to merge the contacts.

[2:19] And now you can see. We've got the contact merged here. And now you can set the primary email. I'm going to verify that. We're going to actually select the new email as the primary. This is probably the reason why he created a second contact. Was to get his email updated. But we want to make sure we're not losing any information as well. So by doing that now we have that. And then everything is merged. So if we go back. And we search again. You can see now we only have one contact. So everything has been merged. And we are ready to go. Alright! Guys and Gals. It's super easy to merge your contacts. Keep your contact list clean.

[2:57] So you don't have a bunch of duplicates. People aren't getting the same emails multiple times. Or put through the same workflows or things like that. I definitely recommend staying on top of this. And now you know just how easy it is. So there's no excuse for you not to do it. Thanks for watching. Again. Make sure to subscribe to the channel. If you're already not subscribed. Click the like button. And comment down below. And check out our affiliate links down below. We've got a free 30 day HighLevel trial. And also a free membership to my private community so. I will see you iin the next one.oiiio