Duplicates, Mass Updates & Cleanup

Finding & merging duplicates

The CRM flags likely duplicates when records are created, and you can hunt for them with filtered/sorted list views (by name or email). To merge: select two or more records in a list → Merge → choose which values to keep → confirm. Merging combines them into one and preserves their links.

🚧 This pageMerging is beingnot written.easily undone

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Double-check

It will cover: finding andyou're merging duplicatethe right records and performingkeeping the right values.

Mass updates

Select records in a list view → Mass Update → choose the field(s) and the new value → apply to all selected. Handy for bulk updatesreassignment, status changes, or deletesteam safely.changes.

A mass update changes every selected record at once. Check your filter and selection before applying. Sandbox-test anything large or unfamiliar.

Mass delete

Select records → Remove.

⚠️ Deletion is the most dangerous bulk action. Confirm the exact filter and selection. Prefer deactivating or closing records where the record type allows it. For anything beyond a few obvious junk rows, Sandbox-test the exact filter first and take an export as a backup immediately before deleting.

If you delete something by mistake

Stop making changes. Recovery usually means restoring from backup, which is time-sensitive — the sooner you raise it, the more recoverable it is. See Troubleshooting & Recovery and Getting Help and Next Steps right away.