Koalify Duplicate Cards give customer-facing teams instant duplicate suggestions they can quickly review and merge.
Ensure that the duplicate cards are displayed in your account.
Merge a Contact, Company, Deal or Tickets
- click Actions and choose Merge in current company/contact/deal/ticket.
- This will merge the suggested record on the card in the company or contact for which this suggestion is made. The contact or company page you are viewing is considerd the primary record of the merge.
Don't show as duplicate
- click Actions and choose Don't show as duplicate
- The current record you are viewing and the suggested duplicate in the card will no longer be recommended as duplicates.