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Managing Duplicate Contacts in Surplus Systems: Allow or Prevent | SURPLUS SYSTEMS

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Managing Duplicate Contacts in Surplus Systems: Allow or Prevent

Take control of your contact list with this essential guide on how to allow or prevent duplicate contacts in Surplus Systems CRM. Discover the settings and strategies that help maintain the integrity of your database, ensuring accurate and effective communication with your customers.

1. Navigate to Settings

1 Click on the element.

2. Now in the Business Profile, go to Contact Deduplication Preferences

2 Click on "Contact Deduplication Preferences".

3. Click on the switch to enable Allow Duplicate Contact

3 Once that's done, click on the element.

4. Finally, end the process by clicking 'Update' button.

4 Click on "General Information".

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