Agencies can sometimes have duplicate customer records. This can occur either accidentally, such as when integrating with an AMS while agents enter sales in both systems, or through imports that use the name as an identifier.
To merge customers, you'll need to:
Go to Customers from the left side menu
Search for the customer and pull up the customer's card
Once there, click on actions from the upper right corner of the screen.
Select merge and add the other customer's name to merge
Please be aware that if you are integrated with a management system, you will need to perform the merge in Agencyzoom first. After that, click the icon to open the customer's profile in the management system. The profile that opens should be used as the destination for the merge in the management system.
Customer details such as name and email, whether personal or commercial, need to match. To edit the details before merging, click on the pencil icon in the customer profile.