Duplicate review keeps Customer 360, billing, journeys, and task history from splitting across multiple records.

What this feature is for

• Duplicate review keeps Customer 360, billing, journeys, and task history from splitting across multiple records.

When to use it

• The same customer appears more than once.
• Imports, forms, or plugins created similar records.

Do it manually

1. Open Customers and search for the customer.
2. Review duplicate indicators or matching candidates if available.
3. Compare email, phone, company, activity, and related records.
4. Choose the best surviving record.
5. Merge only after confirming important history will be preserved.

Ask Faster AI

Find likely duplicate customer records for [name/email]. Compare the records and recommend which one should remain before I merge anything.

Review before saving or publishing

• Check that the right person, company, and opportunity are linked.
• Review recent timeline activity before assigning tasks or sending follow-up.
• Keep notes factual and customer-safe because teammates may rely on them later.

Common mistakes and fixes

• If a record looks incomplete, check related company, inbox, website activity, and plugin panels.
• If duplicate records appear, review candidates before merging.
• If a task is missed, confirm owner, due date, and reminder workflow.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of find and merge duplicate records.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Understand Customer 360
• Import or add contacts