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Review and merge duplicates
Finding and merging duplicate records. Open Duplicates: Vetta scans every night and Re-scan now runs it after a big import. Each group shows why it matched (same email, LinkedIn or phone, or name and company) and a confidence level. Click High confidence, open a group with Review, choose the primary record that keeps its ID, pick values field by field, and click Merge Records. Notes, tasks and deals move over. Recently merged keeps merges for thirty days with Restore, and Bulk merge clears many.
Transcript
Imports and syncs can leave the same person in your CRM twice. Open Duplicates. Vetta scans every night, and Re-scan now runs it right after a big import. Each group shows why it matched, the same email, LinkedIn or phone, or a name and company, and how confident the match is. Click High confidence to start with the sure ones, then open a group with Review. Choose the primary record, the one that keeps its ID, link and creation date. Then pick which value to keep, field by field, and keep the second email too. Click Merge Records, and the group leaves the queue. Its notes, tasks and deals move to the record that stays. Merged the wrong pair? Recently merged keeps every merge for thirty days, with a Restore button. And to clear many at once, tick the groups and use Bulk merge.
Read the article: Managing duplicates and merging records