How to Merge Duplicate Contacts Using GoHighLevel Bulk Actions
Updated November 18, 2022
Duplicate contacts fragment your CRM data and skew reporting, making it harder to manage client relationships effectively in GoHighLevel. This guide walks you through using the Bulk Actions feature in Contacts and Smart Lists to merge duplicates, set a master record, and confirm changes in just a few steps.
Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to merge duplicate contacts using the bulk action feature:
Step 1: Choose Your Contacts
- Navigate to your contacts.
- Check the box to select contact records. (You can choose 2-10 contacts for this specific action.)
Step 2: Choose Your Action
- Choose the icon for “Merge Duplicate Contacts”
- This will open a pop-up for you to select what information to maintain and overwrite between the contacts. The “Master Record” will be the maintained, default record.
- Type CONFIRM and click “Resolve” in the bottom right corner to confirm these updates.
NOTE: If you cannot see the merge option, please contact your account admin regarding your permissions
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