CRM and customer data
How do I stop duplicate companies and contacts in my CRM?
Use stable identifiers such as email, phone, domain, customer ID, or a combination of fields to check for an existing record before creating a new one. Review uncertain matches and merge carefully so history is not lost.
What to check
- Which identifiers are reliable for matching?
- Which possible duplicates need human review?
- Do lead forms and integrations check for existing records first?