How do I find duplicate contacts in KEAP?

How do I find duplicate contacts in KEAP?

Identify duplicate contact records

1. Go to Admin > Data Cleanup in the main navigation menu.
2. Click on Check for Duplicate Contact Records.
3. Review the Intro to Duplicate Checking summary and click Next.
4. Choose Who to Check:
5. Choose the checking logic, and then click Next.

How do I add contacts to KEAP?

Add a new contact

1. Click the New button on the top navigation bar.
2. Click Contact from the drop down.
3. Click Show all fields to access additional contact fields.
4. (Optional) Select a Smart form to use to add the new contact or to access your custom fields while adding a contact.
5. Complete the form with the contact’s information.

Is there a way to merge duplicate contact sets?

You can also click See Duplicate Contacts to see a list of duplicate record sets, but you’ll need to set up duplicate detection first. For both options, you merge duplicate Contacts manually. Contact Merge only supports merging Contacts with Contacts, not Contacts with Leads.

Is there a way to merge duplicate contacts in NPSP?

Use Contact Merge in NPSP to easily merge duplicate Contacts into a single record. With Contact Merge, you choose which master Contact to keep and what data to preserve from each duplicate. We strongly recommend that you use Contact Merge in NPSP instead of standard Salesforce merge, because standard merge doesn’t merge custom objects.

How to find and merge duplicate constituent Records?

Use Contact Merge to find and merge duplicate constituent records. Pricing and edition information: Pricing: First 10 subscriptions free as part of the Power of Us Program. Use Contact Merge in NPSP to easily merge duplicate Contacts into a single record.

How to look for duplicate contacts in Salesforce?

Matching Rules tell Salesforce how to look for duplicate Contacts. A Matching Rule compares field values to determine if a record is similar enough to another record to be considered a duplicate. Click , then click Setup. From Setup, enter Matching Rules in the Quick Find box, then click Matching Rules .