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Duplicates

Duplicate Checking

Settings in Administration → Entity Manager → [Entity]:

Lead:

{
  "duplicateCheckFieldList": ["name", "emailAddress"]
}

Account:

{
  "duplicateCheckFieldList": ["name"]
}

Contact:

{
  "duplicateCheckFieldList": ["name", "emailAddress"]
}

Merging Duplicates

  1. In the list select duplicate records
  2. Click Actions → Merge
  3. Choose the master record
  4. Review merged data
  5. Confirm merge