FAQs in this section
What is Duplicate Prevention?
How can I set up Duplicate Prevention in my CRM?
Can everyone set up Duplicate Prevention in the CRM?
On which modules do Duplicate Prevention not work?

How are duplicate records created?

There are plenty of ways through which duplicate records can accumulate in the CRM. Duplicate records are created:
  • When you create, import, or perform a mass edit on records 
  • When you create records using  Quick Create
  • From Mailroom, Workflows, Webforms, and Chrome Plugin features
If you set up duplicate prevention, then duplicate records are not created from the above processes.
To know more about Duplicate Prevention, click here.
 
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