Duplicate Data Cleanup

Sometimes duplicate data is useful, sometimes it just makes it harder to understand your data. Perform a duplicate Data Cleanup more often to merge the relevant duplications as you don’t want to send multiple emails / texts to the same lead.

Using Data Clean-up

Use the data clean-up to find and highlight duplicate data. That way you can review the duplicates and decide if you want to merge them.

  • In the left sidebar, click on Settings > Data Clean-up
  • Choose to see the duplicates based on Email Or Phone
  • Merge the duplicates in a single lead