Avoiding keeping duplicated lead entries is important in order to keep your data clean and up to date. But sometimes, people visit your scheduler numerous times, entering different contact information which creates duplicated leads in your Global Data.
That's why we've made merging of the contacts available in order to avoid deleting any lead information, even if it was entered more than once.
Merging contacts is available inside the lead Contact Card, that you can access from
Global Data (or alternatively from AI Scheduler → lead email)
Merging Contacts logic
Find the contact that is considered as a duplicate
Merge the details of this duplicate into another contact
Duplicate contact will be removed and its data will be merged into selected contact
Here's how to do it
Navigate to Global Data
It's recommendable to do it from the Contacts section but you can initiate it from any of the sections available.
Filter out information by typing lead information
Select "Contact Card" of a duplicate, by clicking on the contacts email or phone number
Click on the three dots and select "Merge" button
Find and select lead that you would like to merge
Click on the "Merge Contact" button