🚫 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.