Merging Duplicate Records Follow

Despite creating unique fields and double-checking data, if you still think there could be duplicate records in your CRM, you can use Salesmate CRM's Merging tool to merge them.

How to Merge the Duplicate Records 

To find and merge duplicate records:

• Select Module - Contacts, Companies, or Custom Module
• Utilize the Quick Search function to swiftly locate records by searching within specific fields,

• Or Filter the records you want to Merge
• Select the Records you want to Merge

• You will be required to select a ‘Master Record’ from among the contacts you’ve chosen to merge. This contact will be the one retained with the total transactions of all the merged contacts, while the rest will be deleted. The contacts Merged cannot be retained back to their original form.
• Select the Master record
• Select the Fields among records that need to be retained
• On the Merge [records] page, select the record that you want to maintain as the Master Record. If you wish to take all the master record values as final and merge the duplicates, it can also be.
• Hit I understand, Merge now, once you confirm the above selection