This will create a partner record and copy all contacts. The buyer firm will be removed from the Buyer Database.

This will create a prospect record and move all contacts. The buyer firm will be removed from the Buyer Database.

Firms with similar names are grouped below. Merge, delete, or mark as not duplicates.

Tags must be approved before use. An admin will review your request and create the tag if appropriate.

Select two firms to merge. All deal assignments and contacts will be combined into one record.

Paste an email thread below. Claude will extract the firm, contacts, and any other details automatically.

Edit any details before saving. All fields are optional except Firm Name.