🚫 Managing duplicates

Duplicate leads can clutter your CRM, making it harder to manage and track your sales effectively. To ensure a streamlined process, our CRM app offers powerful tools to identify, restrict, merge, or delete duplicate leads. With flexible options for different scenarios, you can maintain a clean and organized lead database.


Key Features for Managing Duplicate Leads

  1. Allow or Restrict Duplicates 🚫

    • You can control whether duplicate leads are allowed in your system by enabling or disabling the Allow Duplicate Leads flag.

    • On Mobile: Navigate to More > Settings > Manage Customization > Allow Duplicate Leads to toggle this feature.

    • When disabled, users will be prevented from creating duplicate leads manually.

  2. Integrations and Duplicate Leads 🔄

    • Duplicate leads generated from integrations like Facebook can still be allowed, ensuring smooth lead syncing.

    • To enable this feature, contact our support team.

  3. Duplicate Manager 📊

    • On Web: Open the Leads screen and click on the Duplicates Filter to view and manage all duplicates.

    • On Mobile:

      • Duplicate leads are flagged in the Lead Details page with a message like "2 duplicates found."

      • From there, you can take action to merge or delete duplicates.

  4. Merge Duplicates 🔗

    • Combine all duplicate leads into one consolidated record.

    • All associated activities, tasks, and notes from the duplicate leads will be merged into a single lead.

  5. Delete Duplicates 🗑️

    • Use the Delete option to remove duplicate leads while keeping one primary lead intact.

    • This ensures your database remains clean without losing key information.


How to Use the Duplicate Manager

  • On Web:

    1. Open the Leads screen.

    2. Click on the Duplicates Filter to view grouped duplicates.

    3. Choose to merge or delete duplicates as required.

  • On Mobile:

    1. Open a lead flagged as a duplicate.

    2. View details like "2 duplicates found."

    3. Tap on the option to merge or delete duplicates.


Benefits of Managing Duplicates

  • Organized Database: 🗂️ Maintain a clean and accurate lead database for better decision-making.

  • Improved Efficiency: ⏱️ Spend less time sorting through duplicates and more time closing deals.

  • Customizable Settings: 🔧 Adjust duplicate settings to suit your business needs, ensuring smooth operations across manual entries and integrations.

With these tools, managing duplicate leads is no longer a challenge. Use the Duplicate Manager to take control of your CRM and optimize your sales process.

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