Outbound Wiki

Article

Merging Duplicate Records - Salesmate CRM

support.salesmate.io

Open at publisher

Quoted on this wiki

Every place a page here uses this source, in the order the words come in it.

  1. Select the Master record Select the Fields among records that need to be retained On the Merge [records] page, select the record that you want to maintain as the Master Record. If you wish to take all the master record values as final and merge the duplicates, it can also be.

    In Prospect list schema