When entering lots of leads, it is likely that duplicate entries will be found. The Merging / Duplicate Tool in PegasusCRM automatically detects these, whether you’re importing leads in a spreadsheet file or entering them manually, and gives you the option to combine duplicate client records. Not only will client information be moved to the primary entry that you select, but so will all notes, documents, meetings, tasks, emails, and calls regarding that client. Let PegasusCRM keep your office and client communication clear and manageable with the Merging / Duplicate Tool.
If you want to learn more about what PegasusCRM can do, watch this demo video. If you’re ready to talk to one of our team members about your Merchant Services CRM needs, call toll free at 855-332-1608 or email us.
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