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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:

  1. Select the contact in the Staged Contacts list.
  2. Verify that the correct action is selected under Choose how to process the staged contact.
  3. In the Staged Contacts list, click the Process Selected button.
  4. In the Process Contacts confirmation dialog, click Yes.

Processing lists of contacts

To process a list of contacts:

  1. In the Staged Contacts list, ensure that the correct actions are selected for each contact under the Action column.
  2. In the Staged Contacts list, click the Process List button.
  3. In the Process Contacts confirmation dialog, click Yes.