Duplicate Prevention
Automatically analyzes any contact/company being created or modified (via any method) for duplicates — by phone number, email address, or any other configured field.
Contact merging happens in the background without losing any data, including chat messages. Deals are not affected when contacts/companies are merged.
Key features and capabilities of the widget:
- Duplicate check for contacts/companies and automatic merging by ANY field (including phone number or email) upon creation;
- Duplicate check for contacts/companies and automatic merging by ANY field (including phone number or email) upon modification;
- Duplicate check for contacts/companies and automatic merging by ANY field (including phone number or email) in the digital marketplace;
- Field priority settings in case of value conflicts and assignment of a responsible person during merging (the responsible person is assigned before merging);
- Notifications upon merging;
- Delayed widget activation;
- Statistics on the number of merged duplicates per day, week, month, and total count — you can view the merged duplicates and navigate to the contact/company card.
You can install and try it for 10 days WITH NO LIMITATIONS.
Do you have any questions?
If you have any questions, fill out the feedback form and our specialist will call you back as soon as possible.
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