Go High Level

How to Merge Duplicate Contacts in GoHighLevel — Clean CRM Data


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Learn how to effectively manage and merge duplicate contacts in GoHighLevel's intuitive CRM platform. Duplicate contacts can clutter your database, skew reporting data, and create confusion across your agency's communication workflows. This episode walks you through using GoHighLevel's powerful Duplicate Management & Merge Tool to identify and consolidate duplicates based on email, phone, and name identifiers.
In this episode you'll learn:
• How to access and use the Duplicate Contact Management & Merge Tool in GoHighLevel
• Best practices for identifying contacts by email, phone, and name criteria
• Step-by-step process for safely merging duplicate contacts without losing data
• Key permissions, restrictions, and limits to keep in mind when managing duplicates
Ready to try GoHighLevel yourself? Get a FREE 30-day trial — double the standard 14-day trial — and see why thousands of agencies run their entire business on one platform: https://www.gohighlevel.com/highlevel-bootcamp?fp_ref=amplifi-technologies12
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Go High LevelBy William Welch