Skip to main content

Submit a request
Sign in

Sign in
Submit a request

Goalsmapper Helpdesk
Contact
General

Articles in this section

How to Use the Contact Summary Page?
How to Create a New Client Profile?
How to Use GoalsMapper Leads Page?
How to Duplicate, Combine and Separate Client Profiles?
How to Use Labels and Tags?
How to Import or Export Your Contacts
How to Use GoalsMapper Contacts Page?
How to adjust date format for dates for bulk create or bulk update?
How to bulk create/import or bulk update existing client information?
Bulk create clients via spreadsheet import

See more

How to Duplicate, Combine and Separate Client Profiles?

May 10, 2023 05:55 Updated

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Related articles

How do I combine 2 Single-Planning Profile into a Joint-Planning profile?
When you contribute to SRS, does GoalsMapper help to offset the Tax?
CareShield Life Supplement Plan
How is CareShield Life handled in GoalsMapper
How do I download the various documents for home loan application?

Goalsmapper Helpdesk

Powered by Zendesk