Managing Duplicate Profiles
The Duplicate Profiles tool helps Admins and Brokers identify and clean up duplicate contacts across their brokerage.
It provides a brokerage-wide overview of potential duplicate contacts, allowing Admins and Brokers to quickly review and merge duplicates when needed.
Access: Only Admins and Brokers can access this tool.
It provides a brokerage-wide overview of potential duplicate contacts, allowing Admins and Brokers to quickly review and merge duplicates when needed.
Access: Only Admins and Brokers can access this tool.
What You Can Do
The Duplicate Profiles page shows:
Similarity percentage between contacts
Contact details for comparison, such as name, type, email, deal counts and created date
A Merge option to clean up duplicate contacts
Only users with Admin or Broker-level access can merge contacts using this tool.
You can access Duplicate Profiles from the Brokerage menu > Duplicate Profiles.
Merge Rules
The merge rules are the same as the existing Merge Contacts function.
✅ You can safely merge
Profile contacts → Agent contacts
Profile contacts → Organization contacts
Profile contacts → Other Profile contacts
Organization contacts → Duplicate Organization contacts
🚫 Do NOT merge
Organization contacts → Agent contacts
Agent contacts → Organization contacts
Please review the contact details carefully before merging to make sure they are truly duplicates.
For detailed information about the merge process and rules, see: Merge Contacts