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
2. Now in the Business Profile, go to Contact Deduplication Preferences
3. Click on the switch to enable Allow Duplicate Contact
4. Finally, end the process by clicking 'Update' button.