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How do I merge duplicate entries?
How do I merge duplicate entries?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

If a contact has two separate entries and you would like to merge them into one:
 1. Navigate to the contact record.
 2. Click the “Actions” button in the top right corner.
 3. Click on “Find Duplicates.”


 4. Choose the contacts that you would like to merge and click “Next.”


 5. Select the data from the merging options you would like to keep from each record and click on “Merge Selected.”

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