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Merging a call with another contact

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At this time, you can only merge duplicate contacts when you are on a call.

When you're speaking with a contact who is in your system but has called from a different phone number, or does not have a phone number associated with the Talkdesk profile, you can merge this new information with their contact information that is already in Talkdesk.

While on the phone, simply do the following:

  • Search for the contact that you would like to merge (you can do it from the contacts section) [1].
  • Open this new contact [2].
  • Click the 'Merge in-progress call' button [3].

Talkdesk will automatically merge the call that is in progress with the contact you selected.

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