Merging contacts is a useful way to keep your contacts list clean and organized as well as provide a smooth investing process for your investors. This article will explain the step-by-step process of how to merge contacts correctly. Once the contacts have been merged, they will appear as one contact within your contacts list.
The following data is migrated from secondary contacts to primary contact when the merge is successful:
Opportunities
Investing Accounts
Active Investments
Tags
Teams
Co-Sponsors
Dwolla records (if primary and secondary contacts are both registered)
Before starting a contact merge, the following must be true:
primary and secondary contacts belong to the same group
primary and secondary contacts must be both registered or both unregistered
secondary contact does not have multiple profiles
Step-by-Step Instructions:
Step 1. Navigate to your Contacts section
Step 2. Select two or more contacts to merge
Step 3. Select Actions and then Merge Contacts
Step 4. Choose the main contact for the merge. (This will be the account the investor's data will live in after the merge is complete.)
Step 5. Review the data of secondary contacts that will be merged with the main contact
Step 6. Congrats! You have successfully merged contacts
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