CRM

Duplicate control

Duplicate control
Oksana Bednenko
December 30, 2019
Last updated: December 29, 2020
Dear Bitrix24 users,

Do you have a large customer base or communicate with customers through different communication channels? Do you have multiple employees working with a single lead or contact and find it necessary to have all the information related to the client located in a single record. Do you come across multiple contacts with the same phone number or prospects with the same name in the CRM system? If you answer in the affirmative to at least one of these questions, you will definitely appreciate the new option in your Bitrix24 CRM. 

Meet a duplicate control option that can automatically identify duplicate records - leads, contacts and companies. If some fields have different values, you'll be suggested to select what value will be used when merging CRM records.

For more information and a detailed instruction, please see this article.

Manage duplicate records and keep your CRM system in order with Bitrix24 duplicate control option.

Happy customer relationship management,
Your Bitrix24 team

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