How to avoid duplicates and merge records? Follow

Topics Covered:

A. How to avoid duplicates?
B. How to merge records?

How to avoid duplicates:

When importing your Contacts or Company data, you will be asked to select the option to avoid duplicates.

The options are: 

• Merge Records: It updates an existing entry with the new fields if any and wipes off fields that are left blank. In case you do not wish to update a specific field you can skip it while in the mapping for import.
• Create multiple records: This will not check for duplicates and create a new record.
• Skip records: It will ignore the data fetched from the sheet and keep your record as it is.

Merging Duplicate Records

To merge the duplicate records,

• Go to Contacts.
• Click on the check box beside the name of the contacts that you want to merge. You can merge a maximum of 3 records at a time. 
• Click on Merge.

• Select the fields you want to keep in your master record.

• Click on I understand, Merge Now to combine the records.