Dedupe & merge: one company, one record

Scan leads, contacts and companies for duplicates (same email, same phone, or a name that matches ≥ 0.85 after normalization). Pick the primary record, pick the winning value for each conflicting field, and merge — related records move to the survivor.

The same company gets entered three times by three salespeople — "Acme Inc", "Acme, Inc." and "acme" — and suddenly the pipeline double-counts the deal. The Dedupe page scans all three lists, groups the suspects, and tells you why each group matched. Merged records disappear from the lists; nothing is deleted, they just point at the survivor.

How duplicates are found#

• Same email — the email is lowercased and trimmed before comparing, so "Boss@Acme.com" matches "boss@acme.com ".
• Same phone — only digits are compared, and a US number matches whether it was typed as +1, 001, (415) or with dashes; numbers shorter than 7 digits are ignored so extensions don't cause false hits.
• Similar name — company names are lowercased, punctuation stripped and suffixes like Inc / LLC / Co dropped, then fuzzy-matched at 0.85 or above. "Acme Logistics" and "Acme Logistics LLC" match; "Acme" and "Acme2" do not.

Merge a group in 3 steps#

1. Pick the primary — "Primary record (others merge into it)". Its deals, activities and quotes stay exactly where they are.
2. Resolve conflicts — for each field where the records disagree, pick the value to keep. Empty fields on the primary are filled automatically from the others, so you only decide the real conflicts.
3. Confirm merge — deals, contacts, activities and quotes from the merged records move to the primary. Use "Not duplicates" on a group that matched by accident, and "Batch merge" to merge many groups at once (each keeps its earliest-created record as primary).