Quick summary
HubSpot's Manage Duplicates tool lets you identify and merge duplicate Contacts or Companies directly from the CRM section, keeping your database clean and accurate. By accessing the Actions menu in your contacts or companies list, you can quickly surface potential duplicate pairs for review and resolution.
Steps
- Navigate to CRM in the left pane and select the relevant section — either Contacts or Companies.
- In the top right corner, click on Actions.
- Select Manage Duplicates from the dropdown menu.
- Review the list of potential duplicate pairs that HubSpot displays for you to evaluate and merge.
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