Suzanne Kirkland No Comments

De-duplicating in Zoho CRM just got easier!  Zoho has rolled out a new de-duplication tool that starts out the same way but the rest is a glorious downhill ride!  Simply go to the module where you want to de-dup, click the … menu, and select De-duplicate (same as before)

Then select which fields you want to use to define duplicates (up to 3).  For perfect matches, Zoho CRM will de-dup automatically.  For not so perfect ones, Zoho CRM will tee them up for you to review and process. Give it a try!

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