| How to fix duplicate contacts and companies.|
Jun 12, 2007
To fix the duplicate companies and contacts you need to find them then merge their records. We have a tool that does 90% of that work for you.
How to de-duplicate companies and contacts.
1. login to the CRM
2. on the search page from the keyword search options select 'duplicate: companies' or 'duplicate: contacts' then click search (do not enter a keyword)
3. copy and paste the external_id into the company/contact you want to merge with
Here is a video tutorial.
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