How to create a view of duplicates in HubSpot
When you have installed the Koalify plugin, it will automatically generate specific Koalify properties.
These properties can be used to create views of your duplicate contacts and companies.
- Create a view of all your duplicate contacts or companies
- To add or update filters based on the object's other properties, click Advanced filters. In the right panel:
- Filter on the "Koalify Number of Duplicates" is greater than 0
- click Edit columns in the top right of the table. In the dialog box. Select the following Koalify properties:
- Koalify Primary Duplicate ID (Use this property to sort and group your duplicates)
- Koalify Number of Duplicates
- Koalify Duplicate Rules
- Koalify Duplicate Properties
- Koalify is Primary Duplicate
- Create a view of duplicates that were created this month
- Create a view of duplicates that were identified based on a specific property
- Create a view of duplicates for a specific owner