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Merge Contacts in the CRM

Learn how to avoid duplicate records by merging contacts in the CRM

Last Update:
February 26, 2020
CRM
Video

While managing your contacts within the app, you may come across instances of duplicate contacts. This occurs when a contact reaches out to you in a form not notated in their contact record. For instance, they originally called you from work, but are now reaching out from their mobile phone.

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To start, choose the contact you'd like to merge and from their timeline, click on the menu bar then 'Merge Contacts'. Next, choose the contact you'd like to merge with, a notification will appear alerting you to choose the Master Contact. The master will assume hierarchy and all of the secondary contact information will be added to it.

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This check mark denotes the master, so just choose and confirm. Completion of the merged contacts returns you to the homepage.

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We hope this video was helpful. If you have any questions or need additional resources, please reach out to us at training@leasehawk.com.