Undo a Contact Merge in Housing Market CRM Within 30 Days
チュートリアル 51 / 181
このチュートリアルの動画は現在更新中です。下の手順の説明で同じ内容をご確認いただけます。 英語版を見る
このレッスンの説明文は現在更新中のため、英語で表示しています。
Housing Market CRM now lets you undo a contact merge for 30 days. This tutorial opens Duplicate contacts (a Beta feature), picks the contact to keep, chooses detail by detail which record wins for the phone, source and notes, and merges the pair. The page then says what happened and offers Undo: one click brings the archived contact back with everything the merge moved. Nothing is deleted either way. The contacts shown are invented.
このチュートリアルで学べること
- That a merge can be undone for 30 days
- How to choose the contact to keep
- How to choose, detail by detail, which record wins
- How to undo a merge and what comes back
手順を見ながら進める
- Open Duplicate contacts from Contacts.
- Good news: you can undo a merge for 30 days.
- Open a pair and click Merge.
- Choose the contact to keep. The busier record is the better one.
- Only details that differ are listed.
- Pick which record wins for each one.
- It says you can undo this merge for 30 days.
- Click Merge and archive.
- The page tells you what happened.
- Changed your mind? Click Undo.
- The archived contact is back, with what the merge moved. Nothing was deleted.
- Recent merges keeps every merge you can still undo.
- After 30 days the merged contact stays archived.