Guide to Merging Contacts/Leads in Property Shell

Modified on Fri, 14 Jun at 5:09 PM

Guide to Merging Contacts/Leads in Property Shell

In this guide, we will explain the concept of merging contacts/leads in Property Shell, the benefits of this process, and provide a step-by-step guide to get you started.

What is Merging Contacts and Why is it Used?

Merging contacts or leads involves combining duplicate entries in your database into a single, unified record. This process is crucial for maintaining a clean and efficient database, ensuring that all interactions and information are consolidated under one entry. The benefits of merging contacts include:

Improved Data Quality: Reduces redundancy and ensures consistency in your records.
Enhanced Efficiency: It makes managing and tracking interactions with your contacts easier.
Accurate Reporting: Provides a clearer picture of your leads and customer base, leading to better decision-making.

Steps to Merge Contacts/Leads in Property Shell

1. Go to the Leads Section

2. Click the Filter icon

3. Filter it by Name

4. Check Each Lead (Review each lead to ensure they have the same name and email address. This step is critical to confirm that they are indeed duplicates)

5. Confirm Duplicate Leads and check the checkbox beside their names

6. Click the 3x3 grid icon located in the upper right corner of the page

7. In the 'Select Master Record' section drop-down, choose the oldest record as the master. This ensures that the most comprehensive and historically accurate information is retained.

8. Click Merge Leads

By following these steps, you can effectively manage your leads and maintain a clean, organised database in Property Shell.