Skip to content
English
Sign in
  • There are no suggestions because the search field is empty.

How can I ensure MyRepChat contacts match my CRM information? (Reconcile Contacts)

Sync a contact's MyRepChat details with your CRM using the reconcile feature

Reconciling your contacts is a good habit. It lets you update any outdated or incorrect information in MyRepChat so it matches your CRM.

How Do I Reconcile a Contact?

  1. In the left menu, click Contacts.

    1 (55)

  2. Use Search by name or number to find the contact.

    1 (56)

  3. Click Actions on the contact's row, then select Reconnect to CRM. In the mobile app, select the maximize icon, which looks like two arrows pointing away from each other.

    1 (57)

  4. In the Reconnect to CRM pop-up, click the contact to update the information to match your CRM. If no contacts match, the pop-up shows "No matching CRM contacts."

    1 (60)

  5. If successful, a green confirmation message briefly displays: "Successfully updated member."

    1 (62)