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CRM TDR: deduplicate your contacts

Updated over 3 months ago

This operation is as sensitive as it is necessary. It allows you to reduce the number of duplicates in your database by dozens or hundreds, i.e. scattered data which in fact correspond to the same person.

It is advisable to carry out deduplication regularly to prevent your database from becoming too bloated. To do this

  • In theContacts tab, click on Find duplicates

  • Then answer the question "What data do you want to compare to see if you have identical contacts?

  • Then click on Start duplicate search

  • Once the duplicates have been identified, elloha will suggest that you deduplicate them

  • As deduplication allows you to merge contacts, you can now indicate which fields you want to merge to create a single contact:

    • to do this, click on the field you want to keep from one category to another,

    • then click on Merge so that your two records become one. And that's it!

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