Merge Several Duplicate Contacts at Once in Housing Market CRM
Hướng dẫn 52/181
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When your contact book has many duplicates, Housing Market CRM can merge several pairs in one go. This tutorial opens Duplicate contacts (a Beta feature), selects every pair that has the same email address, opens Merge selected, checks which contact each pair keeps, swaps one of them, and merges. The summary says how many pairs were merged, and Undo all brings them all back for 30 days. The contacts shown are invented.
Trong hướng dẫn này bạn sẽ học được
- How to select several duplicate pairs at once
- How to check which contact each pair keeps
- How to swap the contact that is kept
- How to undo a whole bulk merge
Làm theo: các bước
- Open Duplicate contacts from Contacts.
- Click Select all with the same email. Those are the safest pairs.
- Then click Merge selected.
- Every pair shows which contact it keeps and which is archived.
- Wrong way round? Keep the other one instead.
- Click Merge 2 pairs.
- The result says how many pairs were merged.
- If it was a mistake, you can undo them all for 30 days.
- Click Undo all.
- Every archived contact is back. Nothing was deleted.