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Merging duplicate contacts in BrokerEngine
Merging duplicate contacts in BrokerEngine
Shelley Maher avatar
Written by Shelley Maher
Updated over a week ago

BrokerEngine does not have a function to merge duplicate contacts. It is a manual process whereby you need to select the contact that you wish to keep (update the name with an * so that you remember which one you have chosen). Then update the primary contact on all of the deals linked to the duplicate contact, before deleting the duplicate.

Here is a video to help explain further:

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