Let’s begin by talking about why your duplications need to be managed, and then we’ll explain how to do so
As most of you know, duplicates can be a problem when managing your workflow because they can cause confusion and make it difficult to track and manage your customer interactions and data accurately.
For example, if you have multiple records for the same customer, you may not be able to determine which record is the most accurate or up-to-date. This can lead to confusion and misunderstandings when communicating with customers or trying to track their interactions and history with your business.
Additionally, duplicates can lead to problems with data integrity and analysis as duplicates can skew your results and lead to inaccurate conclusions.
Overall, it is important to identify and remove duplicates to ensure that your workflow is as effective as possible and that you’re able to accurately track and manage customer interactions and data.
So now that we’ve spoken about the why - here is an link explaining how to do so.
We would love to know if anyone has suffered from duplications and if this has helped
Thank you for the info about the duplicate functionality in the Sales CRM.
Also, if anyone is looking for a full-fledged duplicate managment system that can be used in any monday product and in the monday core product itself, which can automatically handle (merge, mark, delete, move) duplicates, they can check out the Duplicates and Uniques app.
Here is a community post which further describes the app. @Michaleiba you can check it out. It does exactly what you are looking for.
For your use case, when setting up the merge, you can select “Join” for the “describe issue” column and specificy a separator. This will join all the duplicates for that item with the specified separator.
Hi everyone! Just wanted to let you know that tomorrow at 11am EST we are having an event all about our sales CRM hosted by monday.com sales CRM lead product manager! You will learn all about why this product was created, how you can use it, and get your questions (like this one answered!) You don’t want to miss this. Register here!
I think it is so chocking for an native CRM to not be able to detect duplicates with a color or with a note from Monday.
In sales, it is very common to have duplicates as sometimes many sales persons are in a relation with a unique contact or account; and many times we see duplicates.
In monday it is impossible to detect it unfortunately as we have to dot it manually.
I hope the Monday.com teams will be able to hear that form the many users.