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What are the steps to identify duplicate records?
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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.
To know more about Find Duplicates, Click Here.
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