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Zoho CRM duplicate records and double data entry: how to stop them

Duplicates rarely come from one mistake. They come from several doors into your CRM (typing, imports, web forms, integrations), and each one needs guarding.…

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Duplicates rarely come from one mistake. They come from several doors into your CRM (typing, imports, web forms, integrations), and each one needs guarding. Here is what Zoho documents about each door, and what to do about the duplicates you already have. Unique fields If you mark a field such as email as unique, CRM checks new records against... Weiterlesen: Zoho CRM duplicate records and double data entry: how to stop them

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