Cleaning Up Duplicates in Zendesk Sell
Discover how to clean up duplicates in Zendesk Sell by merging leads, contacts, and deals.
What should I do if I find duplicates in my Zendesk Sell account?
If you find duplicates in your Zendesk Sell account, you can clean them up by merging leads, contacts, and deals. This process helps maintain a clean and organized database.
To merge duplicates, you can follow the guidelines provided in the article on Merging leads and contacts. This ensures that your data remains accurate and up-to-date, improving the efficiency of your sales processes.
More related questions
How can I prevent duplicate entries in Zendesk Sell?
To prevent duplicate entries in Zendesk Sell, you can set up a duplicate management strategy. This feature is available to Sell admins and can be configured in Settings > Data > Duplicate Management. It automatically identifies duplicates if…
Does Zendesk Sell's duplicate management work with API data?
Zendesk Sell's duplicate management does not apply to data added via the API or third-party integrations. It only works for data imported through CSV files or when converting leads to contacts. If you're using the API or third-party tools to add…
Where can I configure duplicate management settings in Zendesk Sell?
You can configure duplicate management settings in Zendesk Sell by navigating to Settings > Data > Duplicate Management. This is where Sell admins can set up strategies to automatically identify and manage duplicate records. These settings help…
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