CRM records
Duplicate cleanup
Review potential duplicate contacts before merging records
Duplicate Cleanup presents likely matching contact records so the team can compare identity and choose an appropriate resolution
What this workspace includes
- Potential duplicate pairs
- Field comparison
- Merge review
- Resulting contact record
Complete workflow
- 1
Open Duplicate Cleanup
Review suggested matches
- 2
Compare records
Check name, email, phone, business, and activity
- 3
Choose the resolution
Merge only when they represent one person
- 4
Verify the result
Open the surviving contact
How records and settings behave
- Suggestions require a user decision
- A merge combines selected contact context
- Unrelated records can remain separate
Working effectively
- Review activity before merging
- Prefer the record with stronger history as the base
- Correct source imports that create repeated duplicates
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Duplicate cleanup?
Review suggested matches
When is my work saved?
Suggestions require a user decision
How do I confirm the result?
Return to the related list or detail view and review its current status. Unrelated records can remain separate