Pipeline CRM's duplicate checker finds, merges, or deletes duplicate People and Company records — keeping your data clean and your reporting accurate.
Before you start
- The duplicate checker is available on the Grow plan only.
- You need merge permissions. Admins and Executives have them out of the box. An admin can grant Can merge records to anyone else at Settings > General > Users — see Understand User Roles and Permissions.
- You can check People and Company records only.
- Working with more than 50,000 records? Filter your list down before running a check.
How to Remove Duplicates
- Go to the People tab and open a list.
- In the top right corner of the list, click the three dots menu.
- Select Check List for Duplicates.
- Set up your duplicate check:
- Name the check.
- Choose the field to match on, such as email address.
- Review the duplicate groups. Pipeline CRM scans the list and groups records that share the same field value, so you can see how many are affected.
- Merge or delete the duplicates:
- Decide which records to keep, merge, or delete.
- To merge, select two records at a time. If a group has several duplicates, repeat for each pair.
- A window opens so you can choose which record to keep and which to remove.
Need help? Contact support at customercare@pipelinecrm.com.