# 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.

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## **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.

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### **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.

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#### **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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