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How to Merge Duplicate Contacts in Nutshell CRM

In this video, we show you exactly how to merge duplicate contacts in Nutshell CRM to maintain a clean database and ensure your team has a single, accurate source of truth for every customer. We examine the core concepts of record deduplication and the implementation of data merging protocols to prevent fragmented communication history.

Mastering this specific tool improves workflow, organization, and project quality by consolidating overlapping information into a unified profile, which eliminates confusion and redundant outreach. We utilize the dashboard to identify potential matches and navigate the account settings to preserve critical metadata during the transition, which is vital for long-term reporting accuracy and relationship management. By effectively resolving data redundancies, you ensure your sales pipeline remains streamlined and professional.

Technical Specs: Software: Nutshell CRM; Feature: Dashboard.

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