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 are 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 follow must be true about the two or more accounts:
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
Steps to Merge Contacts:
You'll navigate to your Contacts section
Select two or more contacts to merge
Select Actions and then Merge Contacts
Choose the main contact for the merge. (This will be the account the investor's data will live in after the merge is complete.)
Review the data of secondary contacts that will be merged with the main contact
Congrats! You have successfully merged contacts
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