Segments, duplicates and merging

Save filters for reuse and clean up duplicate records.

Steps

1. 1On a list, set filters and select Save segment. Share it with your team if useful.
2. 2Open a record and select Find duplicates to see look-alike records (similar names, emails and phone numbers).
3. 3Select Merge, choose which value to keep for each field, and confirm.
4. 4The merged record keeps all notes, tasks and links; the merge is recorded in the audit log.

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