Merging Duplicate Contacts

Step 1: Go to the Scan Item Record

• Go to the scan item record for the corresponding business card scan.
  

Step 2: Review OCR Results

• Check the OCR results in the scan item record.
• Make any necessary corrections or updates to the information.
  

Step 3: Create a Contact

• Click the “Create A Contact” button at the top right of the screen.

Step 4: Confirm Contact Creation

• After clicking “Create A Contact,” a prompt will appear to confirm the creation of the contact record.
  

Step 5: Handle Account Selection

• If no account is selected, a warning message will appear asking if you want to proceed without selecting an account.
  

Step 6: Handle Duplicate Records

• If a duplicate record is found, you’ll be given the option to merge it with an existing record.
• Select “Merge.”

Step 7: Choose the Record to Merge

• After selecting “Merge,” a list of duplicate contact records will appear. Choose the record you want to merge into and click “Next.”

Step 8: Select Fields to Update

• Pick the fields you want to update in the existing record. Only the fields with different values will be shown.
• Click “Next.”

Step 9: Confirm the Merge

• A confirmation message will notify you that you’re about to merge the records and that this action cannot be undone.
• Click “Merge” to confirm.
• The contact record will be successfully updated and opened in a new tab.

Merging Duplicate Leads

Step 1: Go to the Scan Item Record

• Go to the scan item record for the corresponding business card scan.
  

Step 2: Review OCR Results

• Check the OCR results in the scan item record.
• Make any necessary corrections or updates to the information.
  

Step 3: Create a Lead

• Click the “Create A Lead” button at the top right of the screen.
  

Step 4: Confirm Lead Creation

• After clicking “Create A Lead,” a prompt will appear to confirm the creation of the lead record.
  

Step 5: Handle Duplicate Records

• If a duplicate record is found, you’ll be given the option to merge it with an existing record.
• Select “Merge.”
  

Step 6: Choose the Record to Merge:

• After selecting “Merge,” a list of duplicate lead records will appear. Choose the record you want to merge into and click “Next.”

Step 7: Select Fields to Update:

• Pick the fields you want to update in the existing record. Only the fields with different values will be shown.
• Click “Next.”

Step 8: Confirm the Merge:

• A confirmation message will notify you that you’re about to merge the records and that this action cannot be undone.
• Click “Merge” to confirm.
• The lead record will be successfully updated and opened in a new tab.