Merge, dedupe and bulk edit

Duplicates are inevitable — an import, a form fill, a synced record. What matters is catching them before they cost you.

Why it matters more here

A duplicate contact means the same person can be enrolled in a campaign twice and receive the same sequence from two records. That is the failure people notice, and it is the one your recipient notices too.

Steps

1. Open Duplicates after any import.
2. Review each pair — the match is a suggestion, not a certainty.
3. Merge. History from both is preserved.
4. Use Bulk edit to fix a shared problem across many records at once.

You're done when the duplicates list is empty and spot-checks find no obvious twins.

Gotchas

• Merging is not reversible. Check you are merging the right two.
• Bulk edits apply to everything selected, including records scrolled past. Check the count before confirming.