Duplicate Detection & Merging

Finding & Merging Duplicates

Over time, duplicates can creep in from imports, manual entry, or lead capture forms.

How to Check for Duplicates

1. Go to 🔍 Duplicates in the sidebar
2. The system scans for contacts with matching emails or similar names
3. Duplicate groups are displayed with all matching contacts

Merging

For each duplicate group:

1. Select which contact to keep as the primary record
2. Check the duplicates you want to remove
3. Click Merge

The kept contact retains all its data. Removed contacts are deleted.