DUPLICATES: How to merge leads to a single person just considering the "email" of that particular pe
Contacto Sur Realista Posts: 7
edited July 2022 in Workflow Automation #1
I have thousands of duplicate persons on my Pipedrive and I need to merge them into a single one, with different leads on it. How can I automatically merge them considering a common personal email?
Also, is there the possibility of having a report of the duplicates? I have different funnels and I need to manage if some person is in different funnels at the same time.
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,228edited April 2022 #2
Andreia Freixo Posts: 190edited May 2022 #3
Our support can change the duplicate rules of your account for you if you wish, so don't hesitate to reach out. By default, the system will use these rules to identify duplicates.
Have a lovely day!0