What are the steps to identify duplicate records?
Follow these steps to identify duplicate records:- Log in to your CRM account.
- Click the Main Menu.
- Go to Tools.
- Select Find Duplicates.
- Choose the module where you want to search for duplicate records from the Select Module drop-down.
- Select the list under which you want to search for duplicates from the Select List drop-down.
- Enable Ignore empty values to avoid searching for duplicates on empty field names.
- Enable Check closed records also for duplicates to include records in closed states in the duplicate search.
- Click Search.