Lead/Contact Ownership Between Agents And Entities
Contacts are owned and assigned. The Owner of the contact is determined when it is created. The assigned Agent of a contact is determined through lead routing.
To learn more about lead routing, click here.
Ownership cannot be taken, it can only be given away. When merging two contacts, it's not possible for the person who is merging the contacts to 'take' ownership of a contact they do not own. They can only give ownership away.
In other words, if I am an Agent, and I have a contact that I own, and want to merge it with a contact owned by my Office or Team, the resulting merged contact will be owned by the Office or Team. If I am an Office admin, and my Office owns a contact, and I want to merge it with a contact that is owned by an Agent, the agent will own the resulting merged contact.
Simply, if you are merging with a contact owned by another party, the other party retains ownership of the merged contact.
Please Note: Contacts that are owned by two different Teams/Offices/Companies may not be merged. They either both need to be owned by the same entity, or Agent & entity.
TIP: In your Contacts tab you can preview ownership before deciding how you want to merge. Just enable the 'Owned By' column using the 'Columns' menu in the top right corner of the contacts table.
Lead/Contact Assignment
Two contacts that are assigned to two different Agents can be merged by an Admin. If the two contacts are owned by the entity the Admin manages, then they will retain ownership, but BoldTrail will ask the Admin to select the Agent to assign the merged contact to.
Primary Contact Selection
Users will be prompted to select which of the merging contacts will act as the primary contact. In cases where there is an ownership conflict, this primary contact will always be the contact owned by the other party. This contact will inherit data from the others. This contact will retain all of its own data (name, email, active campaigns, etc).
New Lead Timeline Records
The merge feature adds the following records to the merged contact's timeline:
Merged Note: Name, ID, Owner, email, phone, hashtags, active campaign(s), contact info, source, etc.
Timeline Events: Communications, Property Views/Saves, and other activities.
Campaigns: A note appears in the timeline when active campaigns are stopped
How to Merge Contacts
First, open a contact you want to merge with another one, and click the 'More Actions' menu on the right-hand side, then click 'Merge Contact'.
Using the drop-down menu in the pop-up, search for the contact you want to be the primary contact. Meaning, the contact that you are currently looking at, will have its info sent over to the primary contact, to form the merged contact. The primary contact you select from this drop-down menu will retain the name, email, and other critical information, while all of the timeline and activity data from the contact you are looking at merging will be added to the primary contact's timeline.
A preview of what will happen will be displayed on the pop-up before you actually complete the merge. After confirming the information click the green 'Merge' button.
Please Note: It may take a few minutes for the changes to reflect within the Contacts tab.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!
(Keywords: merge, combine, merge contact)