Deduplicating records in CRM

Deduplicating records in CRM

Over the course of using a CRM system, duplicates tend to get created by accident. Sometimes it is due to users entering records twice, sometimes it is due to clients entering forms more than once. Zoho CRM comes with a Deduplication method built in. Deduplication can be used for Leads, Accounts, Vendors, and Contacts.

See animation below on how to start the deduplication process. Choose the criteria and combinations you want to check duplicates for.
Deduplication process
This process runs on the server - you will be notified once it has completed. If records need to be verified, the system will provide a link to the records requireing review. In the records that are different between the copies, you can choose which data to keep, and which to delete in the merging process.

Resolving conflicts

For more information on the deduplication process, see here:


    • Related Articles

    • Import of related records failing

      In Zoho CRM, there is an option to import related records. In cases where a related record is associated with a record containing an email address (for example contact persons or users), the sample file shows the Contact or User Name - what actually ...
    • How to add a cross referenced field in CRM (for example a field to track "referred by")

      Tracking "referred by" on your leads 6 0 Comments The best advertisement is word of mouth - your customers referring you to new potentials. Standard Zoho CRM does not provide a link between leads and the contacts that referred them. It is, however, ...
    • Configure Email in CRM

        How to configure email in CRM   How it works In Zoho CRM, you can have all emails to and from contacts associated with the particular record. This means you do not have to go to an external email program to search for email conversations between ...
    • Changing record owner in CRM

      In CRM, all records must have one owner attached. But what if the owner of a record leaves the company, and you need to reassign ownership? First, it is important to understand that ALL records have an owner, that includes Tasks, Accounts, Deals, ...
    • How do I set up SalesIQ and Campaigns to effectively identify leads and prospects?

      If you are using Zoho SalesIQ, Zoho CRM, and Zoho Campaigns, you can build scoring rules for visitors to your website. Watch the below video to see how this would work in practice