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Last Modified: 29.10.2014

When working with the CRM, checking for duplicates is important. Often a single Lead or Contact has multiple employees working with it, and so it’s important that all the information related to the client is located in a single record.

Even if there is only 1 sales agent, it is impossible to remember all the clients that have ever been registered. Repeated correspondence and confusion in communication can result, wasting time and energy.

Bitrix24’s CRM has a duplicates checker (which works when new objects are created – Leads, Contacts, or Companies), searching and merging duplicate entries that can be performed at any time.

Courses developed by «Bitrix», Inc.