Finding and Merging Duplicates
Find companies, contacts and leads that are the same record and merge them safely.
CRM → Duplicates lists records that look like the same company, contact or lead.
How matches are found
Plenix compares records that share something — a similar name, the same email address, the same website or email domain, or the same phone number. Phone numbers are compared on their last 9 digits, so +44 7700 900123 and 07700 900123 match. Free email providers such as Gmail are not treated as a company domain. For contacts and leads, a similar name only counts when the two are at the same company. Each pair shows a score and the reasons it was suggested.
Merging
Open a pair to compare the two records side by side. For each field, pick the value to keep, then merge. Everything linked to the duplicate — deals, tickets, invoices, contacts, activities and more — moves to the record you keep, and the duplicate is marked as merged.
Not a duplicate?
Mark the pair Not a duplicate and it will not be suggested again.
History
Every merge is recorded with who did it, when and which values were kept.
Was this article helpful?