You can check to make sure MyRepChat contacts match info in your CRM. You can also automatically make updates to any incorrect info in MyRepChat.
- Go to Contacts--All Contacts and find a contact that you would like to verify.
- Next to the contact's name, click on the two arrows pointing to each other.
- If there is a match in your CRM, click on the person's name and then click Yes to update the information. This will update the MyRepChat contact to match the info in your CRM.