Duplicate Groups Rules
Go to: Settings > Admin Settings > Duplicate Groups
Click: +Add to create a new group
Set Duplicate Group Type: Choose either Contact or Company
Name the Group: Example – “Full Name & Phone Number Exact”
Save the Group
🧩 Set Rules:
Duplicate Rules: Define which fields (e.g., Full Name, Phone) are used to identify potential duplicates
Record Rules: Add filters for which records are evaluated (e.g., “Emails To > 0” and “Contact Status = Valid”)
→ This helps exclude irrelevant or incomplete records
⚙️ Additional Options:
Auto-Merge Toggle: Turn ON to automatically merge identified duplicates, or OFF for manual review
Calculate Now: Once your rules are set, click this to identify duplicate records
Edit Group: Use the pencil icon to adjust settings anytime
🎯 Ideal for keeping your contact and company data clean, consistent, and free of clutter.