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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