A clean CRM is a productive CRM.
If your contact list is cluttered with duplicates or outdated entries, your automations, reports, and follow-ups can get messy fast.

That’s why sorting and cleaning up your contacts in Agent CRM is a simple but essential habit—and it only takes a few minutes to do.

🧠 Why This Matters

Keeping your contacts organized helps you:

  • Send automations to the right people

  • Prevent duplicates from messing up your reporting

  • Avoid errors in follow-up

  • Make Smart Lists more effective

  • Keep your CRM easy to navigate

🛠️ Step-by-Step: Sort & Clean Up Contacts

• Step 1: Sort Your Contacts First

Before merging or deleting anything, organize your list using Smart Lists.

Go to Contacts > More Filters to group by:

  • Tag (e.g., New Lead, Current Client)

  • Pipeline Stage

  • Last Activity Date

  • Custom Fields (like Policy Type)

Once sorted, it’s much easier to review and identify what needs to be cleaned up.

• Step 2: Identify Duplicates

Use the search bar to look for potential duplicates by:

  • Name

  • Phone number

  • Email address

This helps you catch contacts that might have been entered multiple times through different forms or campaigns.

• Step 3: Merge Duplicate Contacts

When you find duplicates:

  • Check the box beside each version of the contact

  • Click Merge Contacts

  • Select the primary contact record (the one you want to keep)

  • Confirm the merge to combine the entries

✅ This merges notes, tags, and history into one clean record.

• Step 4: Review Your List

Double-check your cleaned list:

  • Make sure merged contacts are accurate

  • Delete any outdated test contacts or unsubscribed leads

  • Confirm tags and stages are consistent

🎥 Want to Watch How It’s Done?

Go to your Activator tab > Phase 2, and watch:
👉 “Using Smart Lists for Sorting Contacts”
This video walks you through the process of organizing your CRM for faster clean-up.

✨ Pro Tip:

Sort first. Clean second.
When you organize your contacts with Smart Lists before merging, you’ll avoid mistakes and keep everything flowing smoothly.

Keep Your CRM Running Like a Well-Oiled Machine

Cleaning your contact list isn’t just busywork—it’s how you protect your automations, improve reporting, and stay ready to sell.
👉 Start your 14-day free trial and give your contacts the clean-up they deserve.


FAQ, Getting Started, Software, Technology

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