References
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Duplicates, Mass Updates & Cleanup
Finding & merging duplicates The CRM flags likely duplicates when records are created, and you ca...
Backups & Updates
Backups The CRM's data must be backed up regularly so it can be restored after a mistake or a fai...
Routine Maintenance & Monitoring
A simple routine A short, regular check keeps surprises away. Weekly-ish Confirm email is sending...