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Review and merge potential duplicate stakeholders

Use the duplicate detection banner to quickly review and merge stakeholders that may be duplicates, keeping your records clean and accurate.

Audience

This guide is designed for project manager.

Steps​

Step 1: Notice the duplicate detection banner​

When the system detects stakeholders with matching names, emails or phone numbers, a gold banner appears at the top of the stakeholder list highlighting that potential duplicates need review.

Notice the duplicate detection banner

Step 2: Review the highlighted duplicate group​

Use the banner controls to move through each detected group of potential duplicates and check the listed names, emails and phone numbers to confirm whether they refer to the same stakeholder.

Review the highlighted duplicate group

Step 3: Start merging the selected duplicates​

Select the group you want to resolve and click the merge action in the banner to open the merge flow, where you can consolidate the duplicate stakeholder records into a single, clean entry.

Start merging the selected duplicates

Last updated: 2026-08-07