Need to be able to duplicate SMBs possible clients in CRM
j
jon kersey
I have brought this up before but when a client has all connections set fb insta, web chat text, and someone comes through the webchat or text and makes a profile if that same possible client comes through fb later the system makes a second person and when a the SMBs realize oh this person is this other person so let me add their number or email which is given in a fb or insta convo the system says this # or email exist already but from there the SMBs forced to keep two diff platforms and they cant go to the other profile of client and add the fb or insta connection theres no way to merge 2 possible profiles as one when they match data. so they are stuck talking to one in fb and the other the real way can we please upvote this to be fixed
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