How to merge duplicate records?

How to merge duplicate records?

You can find duplicate records and merge them in two ways:
  • Find and Merge Duplicates - Using this feature you can select the record that may have duplicate records and merge its duplicates. For more information, see Merge Duplicate Records
  • Deduplicate Records - Using this feature you can initially search for duplicate records based on Email, Company, Phone and Mobile number details and then merge the duplicates. See Also Deduplicate Records 
Note: You can merge a maximum of only 3 records at a time.


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