1. Entry

[Admin Console] - [CRM Management] - [Data Maintenance Tools] - [Deduplication Tool]

Note:

1. The deduplication tool supports batch deduplication only for preset objects: Account, Contact, and Leads.
2. The deduplication scope includes data up to 00:00 the day before the deduplication run; this scope includes deleted/voided records. Deduplication runs between 00:00 and 06:00 the following day.

2. Configure Deduplication Rules

Default rules for Account: (Account Name) OR (Account Name AND Phone) OR (Account Name AND Street Address) OR (Website AND Phone) OR (Website AND Street Address); all matches use exact matching.

Default rules for Contact: (Full Name AND Account AND Phone) OR (Full Name AND Account AND Mobile); all matches use exact matching.

Default rules for Leads: (Full Name AND Company AND Phone) OR (Full Name AND Company AND Mobile); all matches use exact matching.

Administrators can also create custom deduplication rules to meet specific business needs and remove duplicate records.