Customers & CRM

Duplicate Contacts Appearing - How to Merge and Clean Up

Fix duplicate contact records in Local Business Pro by merging contacts and preventing future duplicates.

beginner 4 min read duplicate merge contacts cleanup
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Quick Answer: When you find duplicate contacts, open one contact's detail page, look for a merge option, and combine them. Prevent duplicates by searching before adding new contacts.

The Problem

The same customer appears multiple times in your contact list with slightly different information (different phone numbers, name variations, etc.).

How Duplicates Happen

  • Customer calls from different phone numbers
  • Name spelled differently across interactions
  • Manual entry without checking for existing contact
  • Import without duplicate detection
  • Same person uses different email addresses

Step-by-Step Merge Process

  1. Navigate to Operations > Contacts
  2. Search for the customer name to find duplicates
  3. Open the contact you want to keep (the 'primary')
  4. Look for Merge option in the contact actions
  5. Search for the duplicate contact to merge in
  6. Review which information to keep from each
  7. Confirm the merge
  8. The duplicate is removed and history is combined

Frequently Asked Questions

Q: What happens to the merged contact's history?
A: All conversations, estimates, jobs, and invoices from both contacts are combined into the surviving contact.

Q: Can I undo a merge?
A: Merges are permanent. Make sure you're combining the right contacts before confirming.