Merge duplicates and delete a client

Steps

1. 1

   Find duplicates

   Ask ORBIT: “Find duplicate records.” ORBIT looks for people with the same email or phone and lists each set. Nothing changes yet.

2. 2

   Merge two records

   Tell ORBIT which one to keep: “Merge the two Sarah Chen records and keep the deal.” Notes, tasks, call logs, emails and comments move to the record you keep. Empty fields are filled from the duplicate; nothing already filled in is overwritten. Then the duplicate is removed.

   If one record is a client and the other a lead, keep the client: the lead is merged into it.

3. 3

   Delete a client

   Use Delete on the record in the CRM, or ask ORBIT: “Delete Omar Haddad completely.” ORBIT asks for your approval before it deletes.

4. 4

   What deleting removes

   Deleting a person erases them everywhere in Tanero: the CRM record and its activity, notes, tasks, call logs and recordings, texts, the emails recorded in Tanero, documents, appointments and the calendar events Tanero created, group memberships, Action Center items, and what ORBIT remembered about them. It cannot be undone.

   Two things stay on purpose: a do-not-contact choice, so a STOP keeps working, and your own conversations with ORBIT that mention the person.

   If the person has two deals, deleting one deal keeps the person and the other deal.

5. 5

   If a delete did not finish

   If you see The client was deleted from the CRM, but some of what Tanero kept about them could not be erased yet. Repeat the delete to finish., ask ORBIT to delete them again.