CRM

KostaKondratenk
Contributor

Merge two contacts

SOLVE

Hi,

 

I have a contact with 2 records in my CRM because she used two separate emails to communicate with me. She told me she would like me to communicate through her startup's email - however when i tried to change the email in the contact it said "There's all ready a contact with that name". The issue is both records have a bunch of infomration in them - and it would be really useful if I could merge them under one contact so she could communicate with me using her startup email from now on (assuming she does and doesn't make the mistake again).

 

Any input you have would be much appreciated.

 

Thanks!

0 Upvotes
1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Merge two contacts

SOLVE

- see How Do I Merge Contacts?

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

2 Replies 2
MFrankJohnson
Solution
Thought Leader

Merge two contacts

SOLVE

- see How Do I Merge Contacts?

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
KostaKondratenk
Contributor

Merge two contacts

SOLVE

Great, that worked a treat!