Before you dive in, here are a few things to keep in mind:
- Grow Plan Required: The duplicate checker is exclusive to Grow plan users.
- Record Limit: Working with more than 50,000 records? Use filters to trim your list before running a duplicate check.
- Supported Records: You can check for duplicates in People and Company records only.
- Permissions: Only users with merge permissions can access this feature. Admins and Executives have merge rights out of the box, while Admins can grant merge permissions to basic users in Account Settings.
How to Remove Duplicates
Follow these steps to quickly tidy up your records:
- Go to the People tab and open a list.
- In the top right corner of the list, click on the three dots menu.
- Select Check List for Duplicates from the dropdown menu.
- Set Up Your Duplicate Check
- Name your duplicate check.
- Choose the field (like email address) you want to use for finding duplicates.
- Review Duplicate Groups
- The system scans your list and displays a grouped summary of duplicate records, making it easy to see how many records share the same field.
- Merge or Delete Duplicates
- Decide which records to keep, merge, or delete.
- To merge, select two records at a time. For lists with multiple duplicates, repeat the process for each pair.
- A window will appear to help you choose which record to keep and which to remove.