Having duplicated Accounts and Contacts is a synonym of an untidy database and contaminated metrics.

From today, you can use our new Duplicates detection system to alert your sales team when they enter information that already exists in your database.

First, decide how you will notify the fact that a record is being duplicated. One option is to add a banner that only alerts of a potential duplicate. Another option, more restrictive, is to not allow the user to save the new record if there is any duplicated information.

Secondly, decide what fields are the ones in charge of detecting a duplicate. For instance, the generic fields used to detect a duplicated Account are the website or the phone number, but you can also use any other fields that meet your specific needs better, such as any personalized fields.

You can manage your Duplicates from your Admin account. Do you want to learn how?

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