Starting from the Automation package there is a possibility to easily identify duplicate contacts. To do that, go to a list of contacts and press Search for duplicates on the left side. This option is available for administrators only.
You will be redirected to a window, which enables you to find duplicate companies or people.
After pressing Search for duplicates you will see the search status.
Afterwards, the list of duplicates for companies or people will be generated:
To connect duplicates you should select contacts and press Merge. When contacts are merged, they will disappear from the list of potential duplicates.
If suggested contacts are not duplicates, you can deny merging those contacts by pressing Reject.
If you are not sure, which contact is a duplicate, you can go to the contact profile pressing its name in the Name column. On the contact profile, you will also see the information about the potential duplicate.
After pressing merge duplicates, you will see the pop-up allowing you to merge companies or people.
After merging the duplicates, all information and ties will be moved to the default contact. If any piece of information appears in both places, the default data will be preserved. After the search on the companies or people list, there will appear one contact with the indicated name.