Duplicate Contacts

In this article, we’ll walk through the Duplicate Contacts tool located under the Contacts tab and explain how to quickly identify and merge duplicate records in your CRM.

The Key Steps

1. Navigate to Duplicate Contacts

Click the Contacts tab in the left-hand navigation menu.
Click Duplicate Contacts.

2. Run a Duplicate Scan

Click Start Scan.

The system will automatically:

Scan your database for duplicate contacts
Identify records that may share the same key information (such as email addresses)

3. Review & Merge Duplicates

Once the scan is complete, the system will:

Display potential duplicate matches
Prompt you to review them
Allow you to merge duplicate records

When merging:

Contact records are combined
Data is consolidated into a single profile
Duplicate entries are removed

4. Why This Is Important

The most important unique identifier in your CRM is typically the email address.

If you have:

Two contacts with the same email
Duplicate entries for the same person

It’s best practice to merge them into one record. This ensures:

Clean data
Accurate reporting
Proper automation triggers
No duplicate messaging

The Duplicate Contacts tool helps keep your CRM organized and ensures all contact information stays consolidated in one place.

If you have any questions about merging duplicate contacts, please reach out to the Market Muscles Support Team.