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No Merge (NM) Contacts

On rare occassions we receive contacts who we don't want to merge with a duplicate contact. 

To ensure that these rare contacts are not merged I propose three steps.

  1. At the end of the last name type - NM. Representing No Merge. Example: Ligon - NM
  2. Company name property, please type in: Individual - Separate from Company Name. Example: Individual - Separate from Uber Freight.
  3. Please pin a note to the contact explaining the reason for the No Merge (NM).
If you see a Contact with NM, those contacts would NOT be merged. MarTech will run a report for Company Name starting with 'Individual' so we can track these outlying contacts and review them on a quarterly basis.

Example: Harris Ligon 
https://app.hubspot.com/contacts/5867190/contact/2540951