When an enquiry comes in from realestate.com.au, Domain or another external source, PropertyMe Grow CRM tries to match it to an existing contact using the first name, email and mobile fields.
- If a match is found at any step, the system links the enquiry to that contact and stops.
- If nothing matches, our CRM creates a new contact.
PropertyMe attempts these combinations in this order:
- first_name + email + mobile_phone
- first_name + mobile_phone
- first_name + email
- email + mobile_phone
A match on any one of those combinations returns the existing contact, and the import stops there.
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