Our smart duplicate detection notifies and prevents duplicates using several methods.
- Duplicate list (Are you looking for?)
- How does it work?
- List of identical records is displayed so users can inspect them before creating new records that already exist
- A list of duplicates appears when you key in a mobile number or email that is identical to an existing record
- Where can I see it?
- When adding/editing a lead at MHub CRM
- When adding/editing a customer at MHub CRM
- How does it look like?
- How does it work?
- Duplicate prevention (Error message when attempting to create a customer)
- How does it work?
- When keying a mobile number or email that is identical to an existing record and attempting to save it, an error message will appear
- How does it work?
- Duplicate warning (Potential duplication)
- How does it work?
- Shows a warning and users may click [View] to view the list of identical records across the system
- [View] --> List of identical records is displayed so users can inspect them before creating new records that already exist
- A list of duplicates according to mobile number or email or MyKad (NRIC) that are identical to other existing records
- Where can I see it?
- On the lead profile page of a lead with duplicates
- On the customer page of a customer with duplicates
- On the lead profile page of a lead with duplicates
- How does it work?
You may proceed to merge manually or set an automation workflow to help you merge duplicate leads based on your criteria automatically. Find out how to merge duplicate leads here.