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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Reconciling your contacts is a good habit — it lets you update any outdated or incorrect information in MyRepChat so it matches your CRM.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. Click Contacts in the menu on the left side of your Dashboard.
  2. Use the search bar in the top right of the Contacts page to find the contact.
  3. Select the broken paperclip icon (desktop) or maximize icon (mobile) — it looks like two arrows pointing away from each other.
  4. In the Reconcile Contact list, find and click the correct contact to update the information to match your CRM.
  5. If successful, a green confirmation message briefly displays: "Successfully updated member."