Merging households
When you have duplicate households, you can merge them to combine all data — notes, tasks, meetings, emails, and financial accounts — into a single household. The source household is removed after the merge.Converting between types
As relationships evolve, you can convert records between types:- Promote a prospect to a client when they become a paying customer
- Archive a client to a past client to preserve their data while removing them from your active list
- Restore a past client to move them back to active client status
- Convert a household to an other contact or vice versa
Bulk actions
Every list page supports selecting multiple records and performing actions in bulk. Common bulk actions include changing tiers, adding tags, sending bulk email, adding to projects or sequences, and deleting records. See the bulk actions section on each list page for the full set of available actions:Data views
Data views let you save custom configurations of columns, filters, sort order, and search across any list page. Create views for different workflows — for example, a view filtered to clients in a specific tier or sorted by review due date.Next steps
Merging households
Combine two households into one
Data views
Customize columns, filters, and saved views
Bulk email
Send personalized emails to multiple recipients
Importing data
Import records from CSV or another CRM