What it covers
Review quality metrics and merge contacts or companies while preserving their relationships.
Reporting and data
Data quality
Find incomplete or duplicate customer records.
How it works
Find duplicates and gaps before they spread
Review incomplete and potentially duplicate customer records using quality measures tied to the underlying data. When records should be combined, merge contacts or companies while preserving their relationships.
In practice
Inspect quality metrics and related records before confirming a merge.
When to use it
Useful situations
- Find customer records missing important fields.
- Review potential duplicate contacts before merging.
- Improve a data set without losing linked relationships.
A working path
How the work moves
Review
Open quality metrics for incomplete or potentially duplicate records.
Compare
Inspect the customer records and their linked work before deciding.
Resolve
Merge supported contacts or companies, preserving relationships through the controlled workflow.
Illustrative scenario
duplicate contact
A coordinator compares two records from the same email domain, checks linked deals and merges only after confirming they represent one person. The comparison keeps linked activity in view, so the coordinator can avoid merging two people who merely share an employer, email pattern or similar name.
Before you start
What to check
- Potential duplicates need human confirmation.
- Merge and quality actions follow customer-data permissions.
Does the system merge automatically?
No. It identifies candidates for a permitted user to review.
What happens to related work?
The merge workflow preserves supported relationships rather than discarding them.
Get started
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