Good CRM data management saves you time and money.

Duplicate records in your CRM can cause problems with reporting and correspondence. In the CRM, there is an easy report you can download that shows your duplicate records.

To generate the report:

  1. In the CRM app, select Reports from the main left-hand menu.
  2. Open the Custom Report tab from top menu.
  3. Choose Master: Duplicate People from the Report Name list.
  4. Click Download Report.

To remove the duplicates, search for each duplicate people record. Select the most relevant people record and delete the other(s).

You can find further information on how to manage duplicate records here, on the Connective Wiki.