🚫 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
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.
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.
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.
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.
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:
Open the Leads screen.
Click on the Duplicates Filter to view grouped duplicates.
Choose to merge or delete duplicates as required.
On Mobile:
Open a lead flagged as a duplicate.
View details like "2 duplicates found."
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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