You may find that you have duplicate records in your Veloxity CRM system. Perhaps two or more of the same Records have been entered into your system. Quickly merge these duplicate records using the Merge Records.
Merge Records will guide you through a process of selecting which information you wish to keep and which information you wish to remove.
While this guide leads you through the process of merging duplicate Leads, the process is the same for all data records.
Click the row number of the data record you want to merge.
Click Merge with Other Lead.
You are looking at a screenshot demonstrating how to merge duplicate records. The same process is used with all data records. We are using a Lead Record in this example.
Click the row number of the second data record you want to merge.
You are looking at a screenshot demonstrating how to select a data to merge with the currently selected data record:
In Step Four, you have the option to select which fields you wish to keep when there are conflicting values between the data records.
You are looking at a screenshot demonstrating how to select a data record during a merge:
- Click OK.