Duplicate Management in Contacts

Duplicate contacts can cost you a lot of money, generate confusion, and increase customer churn. So, we’ve added a new tool to make it easier than ever to manage duplicate contacts, which will help you reduce the manual effort of finding and merging contacts. Let’s check how to use it!

⭐️ How To Manage Duplicate Contacts From Smart Lists?

1. Navigate to the Smart Lists tab inside the Contacts and click the three-dots icon in the top right corner, then select Manage Duplicates.

   

2. Select how you want to identify the contacts and click Find Duplicates.

   

3. The contacts who share the same criteria will be grouped in dropdown tabs. Once you open one, you can select the records to modify.

   

4. Select whether you want to exclude the contacts from future merges, edit the information that will be selected or simply merge them into the master contact.

   

⭐️Why Is This Feature Beneficial To Your Company?

• Avoid Double Contact: Allowing duplicate records can be helpful for some businesses. However, sending duplicate records can create unnecessary costs and customer churn. This makes it easier to avoid.

• Maintain Data Accuracy: Thanks to the ability to manually trigger duplicate scans anytime, it’s much easier to regularly merge duplicates, and keep records current and actionable.

• Increased Efficiency: View up to 10,000 duplicate records and merge up to 10 contacts in a single batch, helping you manage duplicate records effectively with minimal manual effort.

This feature makes duplicate management approachable and fast, requiring the least amount of effort, so your team can focus on other tasks you find more important. We hope you enjoy it!