Steps to follow:

1 - Click on the section "Duplicates".

2 - Enter the information in the 5 search fields.

3 - The results are grouped according to what was chosen in the "Match by" section. Either by duplicate e-mail, phone # or customer name.

4 - To delete a customer card, go to the board's right and click on the red bin.


In the results, the duplicates will be separated into sections with the possibility of selecting them and associating/merging them by clicking on "Bulk actions". For more information, see: "Associate/merge leads" (add hyperlink).