Here is the article on how to do this in Act!, and you can only merge two contacts at a time. If you want to do this en masse, you need Duplicate Merge Wizard instead. Here is what’s cool about this plugin.
- It will merge the contacts without going through the arduous 7 step wizard
- You can use up to 7 criteria to match duplicates
- When contacts merge, it will merge the notes, history, activities and opportunities; then, add notes to the new merged record that tell you the historical contact field data.
Here is what happens:
For example: The program merges Contact A with phone number 312-555-1234 and Contact B with 312-527-3133 to have Contact A with phone number 312-555-1234. Contact B is gone.
Contact A has the notes from A&B.
Contact A has a note in Act! now, “Merged Phone Number from Contact B of 312-527-3133”.
So you don’t lose the historical information from the merge. The merge program decides whether A or B is the best record by the most recent edit date.
The Duplicate Merge Wizard offers a trial version of their software.
Quick video (No Audio) on the steps in Act!