How to avoid duplicates and merge records?

Topics Covered:

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

As you grow so does your data. From time to time, you may need to identify duplicate values within your records. Salesmate follows the logic; Prevention is better than cure.

To avoid duplicates:

• When importing your Contacts or Company data, you will be asked to select the option to avoid duplicates.
• The options are:
• Ignore the new entry and keep the existing record intact: It will ignore the data fetched from the sheet and keep your record as is.
• Update existing entry with the new one: It updates and 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 a new entry and leave previous entry as it is: This will not check for duplicates.

Still got duplicates? No need to worry. We have got it handled well. Merge your duplicate records.

Merge Contacts:

To merge your duplicates: Let's consider the example of combining contact records

• Go to the Contact Listing Page
• Select the records you want to merge (max 3)
• Click Merge
• Select the fields you want to keep in your master record
• Click, "I understand, Merge Now" to combine the records.

• You can also merge records by searching them first and merging
• Click on the three dotted vertical button and hit Merge Contacts 
• Search the records according to desired criteria
• Select the records from the list
• Click Merge
• Select the fields you want to keep in your master record
• Click, "I understand, Merge Now" to combine the records.