🤝 1. Accessing the Contacts List
Step 1 – Log into Velocity 360
Ensure you have logged into your Velocity 360 account with the necessary permissions to access and manage contacts.
Step 2 – Using the left side panel select Contacts
Image: Locating the Contacts menu item in the left navigation panel.
🖱️ 2. Selecting Contacts to Merge
Step 3 – Search for the Contacts to Merge
Use the search bar along the top panel to find the duplicate contacts you are looking to merge.
Image: Filtering the contact list to find duplicate entries.
Step 4 & 5 – Select and Initiate Merge
Once you have located the contacts, you must select the checkbox next to each one. Then, using the action buttons that appear at the top, click the Merge option.
Image: Selecting multiple contacts and the Merge action.
Important Note:
You can only merge a maximum of 10 contacts at one time. If you have more than ten duplicates of the same person, you will need to perform the merge process in batches.
✅ 3. Reviewing and Finalizing the Merge
Step 6 – Review Data and Select Master Contact
A review screen will appear. You must select the Master Contact (the record you want to keep) and manually choose which information fields you want to combine from the other records. Once satisfied, select Merge Contacts at the bottom of the page.
Image: The final data review before merging.
Step 7 – Verify the Merged Contact
After the merge is complete, refresh your Contacts page. You should now see only one single contact record, which contains the combined information you selected in the previous step.
Pro Tip:
When merging, ensure the Master Contact has the most critical data points (like most recent activity or correct mailing address) selected. The non-master records are permanently deleted, but their history is transferred to the master record.
Created/Updated Date 11/26/25 User Gemini