Managing customer contacts is a crucial part of running your small business smoothly. When messages come from Facebook or Instagram, it’s easy to end up with duplicate records if customers share different details over time. This can make it harder to see your full history with a customer and keep track of all communication.
📌 Why This Matters
When your contact list includes duplicates, it can lead to confusion, missed messages, and an incomplete view of your customer interactions. By keeping all information for each customer in one place, you save time and provide better service, which helps build stronger relationships and repeat business.
✨ What’s New
- Automatic Contact Merging: If a customer reaches out via Facebook or Instagram and later shares an email or phone number that matches an existing contact, their details are automatically combined into one profile.
- Clear Conversations in One Place: All messages, call logs, and details from that customer will now stay unified, avoiding confusion from split records.
- Duplicate Contacts Option: If you prefer to keep duplicates for any reason, you can choose to allow them, and the system will respect that setting.
🛠️ How to Use It
- Step 1: When you get a message from Facebook or Instagram, check if the contact details like email or phone number already exist in your customer list.
- Step 2: If the system finds a match, it will merge the information automatically, so you have one complete and up-to-date customer profile.
💡 Pro Tip
Keeping your contacts tidy means you won’t miss opportunities to follow up — helping you build trust and increase repeat sales.
