How can I get access to the "Deduplicate" tool?
The Deduplicate feature is available in the Enterprise, Professional Editions and Ultimate Editions and is accessible only to the users with the CEO Role. You need to contact the administrator of your account to access this feature.
To deduplicate records
1. Click the Leads, Contacts or Vendors tab.
2. In the [Module] page, under [Module] Tools, click Deduplicate [Module].
3. In the Deduplicate [Module] page, select a field through which you would like to search for duplicate records.
To deduplicate records
1. Click the Leads, Contacts or Vendors tab.
2. In the [Module] page, under [Module] Tools, click Deduplicate [Module].
3. In the Deduplicate [Module] page, select a field through which you would like to search for duplicate records.
4. Click Next.
5. From the list of matching records, select a record that has duplicates based on the criteria specified.
6. In the Search Criteria section, enter additional search criteria, if required.
7. Click Search.
5. From the list of matching records, select a record that has duplicates based on the criteria specified.
6. In the Search Criteria section, enter additional search criteria, if required.
7. Click Search.
8. Click Match all the following or Match any of the following, as required.
9. Under Matching Records, select at least two records to be merged.
9. Under Matching Records, select at least two records to be merged.
10. Click Next.
11. In the Merge [Record] page, select the record that you want to maintain as the Master Record.
The double entries are highlighted. Select the data that is to be retained. You can merge a maximum of 3 records at a time.
12. Click Merge.
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