Merging Contacts in GrowthMap™

Merging contacts helps keep your list clean by removing duplicates and combining important details into one main record.

Benefits of Merging Contacts:

• Eliminates duplicate entries.
• Consolidates data into a single, accurate record.
• Streamlines communication and tracking.

Step 1: Select Contacts to Merge

1. Navigate to the Contacts section of your GrowthMap™.
2. Select the contacts you want to merge by checking the boxes next to their names.
3. Click on the Merge icon on the top bar.

Step 2: Choose the Master Record

1. In the merge preview screen, choose the Master Record.
2. The Master Record is the primary record where consolidated data will be stored.
3. All non-conflicting fields from other records will default to the Master Record’s values.

Step 3: Review and Map Fields

1. Mandatory Field: Ensure you select a Primary Email and Phone for the Master Record. If there are additional email addresses and phone numbers, add them as needed.
2. If there’s no Primary Email, remove additional emails and assign one as the primary to proceed.
3. For conflicting fields (e.g., phone numbers, addresses), manually choose the correct data to retain.

The following information will automatically combine across all merged records:

• Courses
• Community Groups
• Products

The following information will default to the Master Record’s data:

• Activities
• Payments
• Orders
• Invoices
• Appointments

Step 4: Confirm the Merge

1. Double-check your selections in the merge preview screen.
2. Click Merge to consolidate the selected contacts into one record.
3. Once merged:
   • The data from non-master records will be consolidated into the Master Record.
   • The duplicate records will be permanently removed.