HighLevel Introduces Duplicate Contact Manager

TL;DR

HighLevel launched a Duplicate Manager to identify, review, and merge duplicate contact records. Users can also configure global deduplication preferences to prevent future duplicates.

Who this affects

HighLevel has not confirmed who this affects.

What changed

• HighLevel now includes a Duplicate Manager.
• The Duplicate Manager identifies, reviews, and merges duplicate contact records across the CRM.
• Users can search for duplicate contacts by email, phone number, or name.
• Users can select master contact records to preserve primary fields and activity history.
• Users can manually resolve or reject duplicate pairings.
• Users can configure global contact deduplication preferences in business settings.
• Global preferences can automatically prevent future duplicate entries.
• HighLevel has not confirmed any limits or plan gating.
• HighLevel has not confirmed the rollout status.

Where to find it

Users can access the Duplicate Manager under "Manage Duplicates" in contacts. Global contact deduplication preferences are found in business settings.

How agencies will use this

Agencies can leverage the Duplicate Manager to clean up existing client accounts. For a client whose CRM has accumulated many duplicate records over time, an agency owner can use the tool to identify contacts sharing the same email, phone, or name. They can then review each pairing, select the most complete record as the master, and merge the duplicates, ensuring all activity history and field data are consolidated. They can then set up global preferences in the client's sub-account to automatically prevent future duplicates, maintaining a clean database moving forward without manual intervention.

Our take

This is a standard product enhancement. It provides basic deduplication functionality, which is essential for CRM hygiene. While not a game-changer, it's a necessary tool that agencies will use for client onboarding and ongoing database management. This is a minor update; don't reshuffle your roadmap for it.