MERGE contacts
I already had my lead in the contact which I had all the info and accumulated notes on the contact and when they signed in from my app it created a separate contact with same name just adding their email and their searches
This means i have to either transfer all my notes to the new one or lose the searches on the new contact that was made through the app.
LABS Team
shared this idea
Hello! When merging Contacts, data is merged but not lost, including tags and notes. If someone created a new account through the app, that Contact account is branded to you. Branded Contacts automatically default to the 'primary' Contact when performing a merge, so when you merge the other Contact record into this one, the notes and timeline information from the other Contact record should transfer over. Here is our Answers article that describes more about Merge in-depth:
