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duplicate

7 Articles
Agent CRM Team
1 Min Read

Walter Burchett asked us, “Anyone have any idea why there are duplicate triggers and campaign folders in my CRM?” “My guess is that you selected a click and play asset multiple times , or you added different assets that all came with the same triggers/campaigns…

Agent CRM Team
1 Min Read

Timothy Milks asked us, “I’ve been uploading my data from my old CRM I’m realizing that I don’t have email addresses for a lot of my customers and the husband and the wife are using the same phone number in some cases and also I’m…

Agent CRM Team
1 Min Read

Daneel McDonald asked us, “Hi! Question – Is there a way to make it so that form submissions are connected with contacts that are already in the system?” “Forms filled out with an email and/or phone number that is already saved as your Contact in…

Agent CRM Support
1 Min Read

Nathan Darnell asked us, “If I add more contacts to my contact list with a file, will it duplicate existing contacts or remove existing contacts if I don’t have have existing contacts on the new file?” “It won’t duplicate or remove existing contacts from your…