Introduction Duplicate Management Follow

Maintaining clean and accurate CRM data is crucial, and Salesmate’s Duplicate Management feature makes this easier. It helps build trust within your sales team by ensuring they have reliable information to work with. By identifying and merging duplicate entries, Salesmate ensures that your team always has the most up-to-date contact details, leading to better decision-making.

Duplication Check

• When creating or editing records, whether quickly or in detail, Salesmate checks for duplicates.
• If duplicates are detected, a warning will appear. In listing view, inline edits, a warning will be shown if configured, or the save button will be disabled with a tooltip stating, “You can’t create duplicate records.”
• In record detail widgets, if duplicates are found, a warning icon will appear with a tooltip showing the number of potential duplicates. Clicking "View duplicates" will open a popup listing them.
• If duplicates are blocked, an error message will prevent saving: “Found Duplicate(s). You can’t create a duplicate record.”