Removing Duplicates

Our “de-duplication” feature allows you to find and act upon duplicate people records within your account based on the “work email address” field. The system will identify the duplicates and provide you the option to either merge or delete unwanted records. Checking for duplicates is only available for people records at this time.

To begin searching your account for duplicates you will go to your People tab and open up one of your lists. Then, click on “List Options” and select “Check List for Duplicates” from the dropdown menu. 

Note: Only users that have permission to merge records will be able to view this feature. Admin and Executive users have merging capabilities by default and admins can enable or revoke this permission for basic users via the edit user modal in the account settings.

The system will then scan your list for duplicate people records and bring you to a new page that provides a complete list of your duplicates based on work email address. The duplicates will be separated into groups to make it easier to identify how many duplicates there are for each email address. 

You are able to delete unwanted duplicates or select records to merge together. If you opt to merge the duplicates you can only select two at a time, so if you have several records containing the same email address you will need to merge them two at a time. When selecting to merge, a window will appear giving you the opportunity to select which record you would like to stay and which record will be going away. Merging in this window will function in the same way as merging records from profile pages. Click here to read more about how merging works.

FAQs

If your list is larger than 50,000 records you will need to apply filters to get that number below 50,000 before we can check that list for duplicates.

This feature is still in a beta phase so please reach out to our Support team at (866) 702-7303 or send us an email at customercare@pipelinecrm.com if you have any questions or feedback surrounding de-duplication!