Merging duplicate records
Compare duplicate companies, people or opportunities field by field and merge them into a single record.
When the same person was created twice, one deal is tracked in two opportunities, or a company created automatically from email clashes with one created by hand, merge them: pick a main record, everything linked to the others moves to it, and the duplicates are deleted.
Finding duplicates
Duplicates in the header of a table view:
- Companies — similar names, or one name containing the other (the Duplicate companies page; Merge field by field on each group).
- People — the same email address, or the same name within a company (Turkish character differences are ignored: Selin Arı = Selin Ari).
- Opportunities — open opportunities of the same company with very similar names, or one name containing the other (Streç film and Streç film tedarik). Closed opportunities count as repeat business and are not suggested.
You can also start without a suggestion: select 2–5 records in a table view and click Merge in the bulk action bar.
Comparison
The merge page shows the records side by side. Choose the main record in the top row; for every field whose values differ (custom fields included) mark whose value to keep. Fields that are identical everywhere are summarised.
What moves?
| Record | What moves |
|---|---|
| Company | People, opportunities, visits, demos, quotes, orders, contracts, support cases, tasks, calendar, email threads and participant links, call recordings, notes, files, tags, favourites, custom field values, list entries |
| Person | Visits and call recordings, email links, sequences, notes, files, tags, list entries; the main contact flag is kept |
| Opportunity | Visits, demos, quotes, orders, tasks, emails, call recordings, stage history (plus a Merged entry), notes, files, tags, list entries |
A custom field that already has a value on the main record keeps it (unless you choose otherwise); values only the duplicates have are moved. If the same record ends up in a list twice, a single entry remains.
Rules
- Only admins can merge companies. For people and opportunities you need edit rights on every record; opportunities must belong to the same company.
- Up to 5 records can be merged at once.
- A database backup is taken before merging and the action is written to the audit log; it cannot be undone.