Keep reviews up to date
Schedule recurring duplicate scans to surface potential matches as your CRM changes. Review the results and choose which merges to approve.
For example, schedule a Companies scan for Monday morning, then review potential matches as part of your team's weekly CRM cleanup.
Merge across pages
Select groups across multiple pages of filtered results and review your full selection before approving a batch. Follow the batch results to see which merges completed and which need attention.
Review pre-merge data
Download available pre-merge record data from batch results to investigate what changed. Each download shows which backups are available and whether any data is missing or has expired. These files are for reference; they do not provide an automatic undo.