FAQs in this section
What are Duplicate records?
How does Find Duplicate help you?
What are the steps to set up duplicate prevention?

What are the steps to identify duplicate records?

Follow these steps to identify duplicate records:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Tools.
  4. Select Find Duplicates.
  5. Choose the module where you want to search for duplicate records from the Select Module drop-down.
  6. Select the list under which you want to search for duplicates from the Select List drop-down.
  7. Enable Ignore empty values to avoid searching for duplicates on empty field names.
  8. Enable Check closed records also for duplicates to include records in closed states in the duplicate search.
  9. Click Search.
To know more about Find Duplicates, Click Here.
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