Duplicates, duplicates, duplicates! 🥴 Think you're seeing double? No more!

When you first import your mobile contacts, Penny will automatically merge your contacts with the Customers and Consultants that are already in Penny.

If their names are the same on your mobile contacts and in your back office (i.e.: Layla Grace), Penny should have no problem merging them.

But in the rare case that your contact uses a maiden or middle name in one place and not the other (i.e.: Layla Lynn Grace and Layla Grace), Penny doesn't want to assume they're the same person. Instead, you will see it as a suggestion! 😉

Merge Contacts from the Web App

Whatever the case is, it's very easy to merge contacts. Here's how 👇

1 - Open your contacts' profile

2 - Their contact card will pop out of the right-hand side of the screen.

3 - If they are already categorized, the "Merge" option will appear at the top of the profile. Click it.

4 - Penny will try and suggest some contacts that match closely with the profile name. If none of them are the contacts you are looking for, you can manually type them into the search bar. ⌨️

5 - Click the profile that you want to merge.

6 - A green bar will appear at the top of the screen confirming the merge. ✅

That's it! 🎉

🔥 Hot Tip 🔥 If you open a Facebook or phone contact profile that has not been categorized, you can click on "Customer" or "Consultant" to merge with the profile that is synced from your back office. Like this 👇

Merge Contacts from the Mobile App

Merging in the mobile app works a little differently.

1 - Wherever you are in the mobile app, open your contacts profile.

2 - In the top right corner, you will see 3 dots. Select them!

3 - A menu will pop out from the bottom of your screen, hit "Merge" from there.

4 - Type in the contact's name you'd like to merge the profile with. Note: Penny won't make any suggestions to merge from here.

5 - Select the contact.

6 - A pop-up window will appear asking you to confirm your decision. Hit "Merge"!

We hope you have a happy day! ☮️ 🦄

Video Tutorial

Watch the video below for a full demo of how to merge contacts.

Important Note: Penny doesn't allow you to merge an active and inactive profile right now. Sorry about this! Click the link below to learn more about Inactive contacts 👇

The product images shown are for illustration purposes only and may not be an exact representation of the product.

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