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Finding and Merging Duplicate Records in Zoho CRM
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Use Automation: Leverage automation features in Zoho CRM to prevent the creation of duplicates in the first place. Set up rules to flag or block duplicates during data entry. “Clearly define data ownership within your team.” Backup Your Data: Before merging records, it’s always a good idea to have a backup, especially if you’re dealing with a large dataset. Zoho CRM allows you to export data for safekeeping.