Articles
Identify duplicate contact records
After your initial data import, you should run a duplicate check to consolidate data. The dup check tool identifies two matching records at a time based on the criteria you select. You may need to run the dup check and merge (dedupe) several time...
Automatically merge duplicate contacts
Pro-Tip ! Max Classic can automatically merge (de-dupe) duplicate contacts once they've been identified. This is the most common option for a large database of contacts. When you automatically merge duplicates, you do not have a chance to review t...
Manually merge duplicate contacts
Pro-Tips! Manually merge (de-dupe) duplicate contacts if you want to maintain control over the merge process. When you do a manual merge, you are able to review duplicates and decide to merge or not to merge each record on an individual basis. Y...
When does the system automatically merge contacts
Pro-Tip! Keap does not automatically merge contact records together. Though listed here are times the system will auto update a contact record with newer information instead of creating a new contact record. All other methods of merging contacts...