Merging Agent Contacts

Accidentally create a new agent contact? Here's how you can easily merge those contacts to keep your agent contacts tidy.

Mallory Lydon avatar
Written by Mallory Lydon
Updated over a week ago

If you're going through your contacts and notice you might have multiple contact profiles for your agents, you can easily transfer that inspection data from one to the other and delete the extras to keep your contacts organized and eliminate any confusion when scheduling by using the Transfer button.

Transferring Contacts:

  1. Navigate to your Contact page.

  2. Search for the agent(s) you want to merge together by searching their name.

  3. On the contact that you want to remove, click the Transfer option from the dropdown menu on the right.

  4. In the search bar, type in this agent's name to pull up the other existing accounts, and select the one that you want to transfer this inspection data to. There's no undoing this once it's done, so you'll want to make sure you're clicking the correct contact the first time!

  5. Click the Transfer All Inspection Data button to save.

And voila! That's all there is to it. Once that data has been merged, over you're free to delete the extra contact from your agent directory. 👍

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