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.

Merging is not easily undone. Double-check you're merging the right records and keeping 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 reassignment, status changes, or team 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.