Contacts and duplicates
Everyone you deal with (clients, owners, developers, brokers) and how to merge duplicates.
CRM → Contacts holds every person your company deals with. Every client who talks to the AI agent is added automatically; you add owners, developers and brokers yourself.
A contact is the person; a lead in the pipeline is a request from that person. One person can have several leads.
The list
- Search: "Search name, phone or email".
- Filters: Type (Client, Owner, Developer, Broker, Other), Source (the channel they came from), Tags, and Possible duplicates.
- Columns show the number of leads, Last contacted and Added on.
- Export CSV downloads the list you're looking at.
- New contact adds someone by hand (owners and managers).
The contact page
- Profile: name, phone, WhatsApp number, Instagram, email, Dialect, Nationality, City, Country, Birthday, type, Owner, Tags (e.g. VIP, investor, repeat client) and notes.
- Channel accounts: the accounts this person messaged you from (WhatsApp, Messenger, Instagram, Telegram…). The AI agent uses them to recognise the same person next time.
- Quick numbers: Leads, Open, Won.
- Tabs: Leads, Conversations, Deals and Activity.
Deleting a contact
Deleting a contact deletes all its leads, conversations and activity. Deals are kept. Only owners and managers can delete.
Possible duplicates
Sometimes the same person writes from two channels, say Instagram and then WhatsApp, and you end up with two contacts. When a message reveals that a phone number already belongs to another contact, PropDrop doesn't merge them on its own: it marks the newer one Possible duplicate and shows a notice in the conversation too.
Find them all with the Possible duplicates filter.
Merge them (owners and managers)
Open the flagged contact
At the top you'll see "Possible duplicate of …". Click Open to look at the other one and make sure they're the same person.
Choose which one stays
On the duplicate click Merge into …, or on the original (which shows "… may be a duplicate of this contact") click Merge into this contact.
Confirm
Click Merge. Conversations, leads, activity, deals and owned units move to the kept contact, its empty fields are filled from the other, tags and notes are combined, and the duplicate is deleted.
Merging can't be undone
Make sure they're the same person before you merge.
Not the same person? Click Not a duplicate and the flag goes away.
Sales agents
Sales agents can view, search and export contacts, but can't add, delete or merge them.