Find and merge duplicates
TopReach finds likely duplicate contacts and companies and merges them into the record you keep.
Updated
Works on
- Web
- Go to Settings → Data Deduplication (Duplicate Management).
- Review the groups. Each shows a % Match and what matched. Change the Threshold to see stricter or looser matches.
- Pick the Primary record: the one you keep.
- Choose a Strategy: Fill Blanks (the default), Keep Current, Use Incoming or Combine All.
- Leave Delete source after merge on to remove the other records once they're merged.
- Click Quick Merge, merge the records you selected, or click Merge Cluster to merge the whole group.
A person's or company's profile also flags possible duplicates of that record.
To keep duplicates out in the first place, import with Create only or Update duplicates (see Import contacts from a spreadsheet).
Learn more aboutCRM
Still stuck?
Email the TopReach team and we'll help. support@gettopreach.com