Finding and merging duplicates
Contacts → Possible duplicates lists pairs of profiles that may be one person, with the reason: the same email, LinkedIn, phone, or name and company. Choose Keep this profile on the one to keep, and the other is merged into it. Not a duplicate dismisses the pair.
Review possible duplicates#
Step 1: Open Contacts and choose Possible duplicates.
Step 2: Look at each pair and why it was flagged.
Same email, Same LinkedIn or profile, Same phone, or Same name and company or location.
Step 3: Choose Keep this profile on the one to keep, or Not a duplicate.
Merging moves the other record’s information onto the one you keep, then deletes it. It can’t be undone.
Most duplicates never get this far: OpenATS matches people as they’re added. See How to add a candidate.
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