Articles
Identify duplicate contact records
After your initial data import, you should run a duplicate check to consolidate data. The dup check tool identifies two matching records at a time based on the criteria you select. You may need to run the dup check and merge (dedup...
Automatically merge duplicate contacts
Pro-Tip ! Max Classic can automatically merge (de-dupe) duplicate contacts once they've been identified. This is the most common option for a large database of contacts. When you automatically merge duplicates, you do not have a chance to revi...
Manually merge duplicate contacts
Pro-Tips! Manually merge (de-dupe) duplicate contacts if you want to maintain control over the merge process. When you do a manual merge, you are able to review duplicates and decide to merge or not to merge each record on an individual bas...
When does the system automatically merge contacts
Pro-Tip! Keap does not automatically merge contact records together. Though listed here are times the system will auto update a contact record with newer information instead of creating a new contact record. All other methods of mergin...