GoHighLevel Update: Merge Multiple Contacts Upgraded – What You Need to Know & How to Use It

Introduction: A Smarter Way to Manage Your Contacts

Do you find yourself struggling with duplicate contacts in GoHighLevel? Managing multiple entries for the same person can be frustrating, causing confusion and wasted time.

GoHighLevel CRM Update

Good news! GoHighLevel has upgraded the “Merge Multiple Contacts” feature, making it smarter, faster, and easier to use. This update ensures you keep important contact details while merging duplicates seamlessly.

Let’s explore what’s new, why it matters, and how you can start using it today!

What’s New?

Key Improvements in the Merge Feature

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GoHighLevel has improved how you merge contacts, making the process more efficient. Here’s what’s changed:

  1. Retain Additional Emails & Phone Numbers
    • Previously, merging contacts meant losing extra email addresses or phone numbers. Now, you can keep them all while selecting a primary email and phone number. This ensures no important contact details get lost.
  1. Improved Do Not Disturb (DND) Preferences
    • Now, you have more control over which communication channels are muted. Instead of a single DND setting, you can now:
      • Allow emails but block calls
      • Block texts but allow voicemails
      • Customize preferences for each channel
    • This ensures better compliance and helps you respect your customers’ preferences.
  2. A Cleaner, More User-Friendly Interface
    • The merging process now has a better layout, making it easier to navigate. Expect:
      • Faster load times
      • A more intuitive design
      • Smoother merging with fewer clicks
    • These small but powerful changes make your workflow more efficient.

Why This Update Matters to You?

Keeping your contact list clean and accurate is crucial for better customer communication, marketing, and sales tracking. Here’s how this update benefits you:

  • Saves You Time – No more manually fixing duplicate contacts.
  • Keeps Customer Data Intact – Maintain multiple phone numbers and emails without losing data.
  • Improves Engagement – With better DND settings, you can reach out through the right channels without annoying your contacts.
  • Streamlines Your CRM – A clean contact list means better automation, fewer errors, and smoother workflows.

How to Use the Updated Merge Feature?

Step 1: Enable the Feature

Since this update is still in the Labs, you need to turn it on first:

  1. Go to Sub accounts in your GoHighLevel dashboard.
  2. Click on Labs.
  3. Find “Updated Merge Feature” and toggle it ON.

Step 2: Select Contacts to Merge

GoHighLevel Merge Contacts
  1. Go to your Contacts list.
  2. Identify duplicate contacts.
  3. Check the boxes next to the ones you want to merge.
  4. Click the “Merge” button on the top bar.

Step 3: Choose the Master Record

The Master Record is the main contact that will retain key details after the merge.

✔ Choose the contact with the most complete and accurate details.

Step 4: Review & Map Fields

  1. The system will display all emails, phone numbers, and details from the selected contacts.
  2. Decide which information to keep or remove.
  3. Select the primary email and phone number for the final contact.

Step 5: Confirm & Merge

  1. Double-check your selections.
  2. Click “Merge” to finalize.
  3. All duplicate contacts are now combined into one clean record.

🚀That’s it! Your contact list is now cleaner and more organized!

Pro Tips: Get the Most Out of This Feature

  Pro Tips: Get the Most Out of This Feature  

💡Check for duplicates regularly – Merging early keeps your CRM organized.

💡Set proper DND preferences – Ensure clients receive messages on their preferred channels.

💡Use a naming convention – Add clear identifiers (e.g., “Lead – Jane Doe”) to avoid duplicate records.

What’s Next? Upcoming Enhancements?

GoHighLevel is making this feature even better! Soon, you’ll get:

🔹Automatic Duplicate Identification – The system will find duplicate contacts for you based on name, phone, and email.

🔹Field-Level Customization – Gain more control over what details get retained in the final contact record.

These upcoming updates will make contact management even easier and more efficient.

Final Thoughts: Try It Today!

The Merge Multiple Contacts Upgraded feature is a game-changer that keeps GoHighLevel CRM organized. With better merging, improved DND settings, and a cleaner interface, managing contacts has never been easier.

🔹Ready to clean up your contact list? Turn on this feature today and experience the difference!

Have you tried this update yet? Let us know your thoughts in the comments!🚀

You can also check our other blog post and article to learn more.

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