Processing staged contacts
To execute a merge, add, or discard action, you must process a staged contact. When processing contacts, you can submit them for processing one at a time or as a grouped list.
Only process staged contacts when you have already reviewed their information. Once you process a contact, the merge process for that contact is complete. This cannot be undone, and changes are committed to your database.
Processing single contacts
To process a single contact:
- Select the contact in the Staged Contacts list.
- Verify that the correct action is selected under Choose how to process the staged contact.
- In the Staged Contacts list, click the Process Selected button.
- In the Process Contacts confirmation dialog, click Yes.
Processing lists of contacts
To process a list of contacts:
- In the Staged Contacts list, ensure that the correct actions are selected for each contact under the Action column.
- In the Staged Contacts list, click the Process List button.
- In the Process Contacts confirmation dialog, click Yes.