The data cleaning section enables you to find and merge duplicate entries within your contacts and pool lists.

Step 1: Select all options in the "Filter" section. This will show any records that match on all these criteria.
​
​

Step 2: Gradually switch off different combinations of filters and check your results.

Merging duplicates

Once you have found duplicates, you can start to merge them together
​
​Set as primary: The first record in the list will be chosen as the primary, however, you can assign which record you would like to be the master using this function.
​
​Ignore: This will remove the contact from the list, so it will not be deduplicated.
​
​Edit data: You can edit the primary record data to dictate what the final deduplicated record looks like.
​
​Merge:

Once you are ready, you can click "Merge" which will combine all the chosen records, into a single record. All the associated records, such as quotes and invoices, will be moved to the primary record.