Lead comes in from FB ad thru Command and is already in database, give the option to merge the contact.
We keep getting leads coming in from FB ads, where they go into the rainmaker personal account, then you want to switch them to the team account and they can't because the email address already exists. It would be fantastic if we could have an option to "merge" this and it align the contacts side by side or choose which parts come over from one to the other. Instead of creating a new contact in my personal account, which then has to be archived 2x in order to be cleansed from the system entirely. Way too many extra steps and another challenge in using Command to it's fullest extent.
LABS Team
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If you have suspected duplicates, we recommend checking out the Database Cleanup function. This tool will scan your database for potential duplicates, identify them, and allow you to easily merge them in one spot. Check out our Answers article to learn more:
