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.
Comments
0 comments
Please sign in to leave a comment.