The Duplicate Search is helpful tool to keep your community's data clean, build better relationships with correct information, and a way to save money from paid referral sources.
The duplicate search automatically checks Prospects and Contacts for related: first name, last name, phone number(s) and email address(es).
Additional name searches can be completed in the appropriate fields.
Example: If the person's name is Robert Smith, you may want to search for Bob Smith.
