During a merge, Zoho CRM shows the field values from both records side by side. You choose which value to keep for each field (master record’s value or duplicate record’s value). After confirming the merge, all related records from the duplicate (Activities, Deals, Emails, Notes, Attachments) are transferred to the master record. The duplicate record is then deleted permanently.
For large-scale deduplication after a data import, use the Deduplicate feature in Zoho CRM (under Tools) to scan the entire module for duplicates based on specified criteria and process merges in bulk. This is more efficient than manually merging individual pairs.
Merge Records combines two duplicate CRM records into one. You select a master record, choose which field values to retain, and confirm the merge. All related records (Activities, Deals, Notes) from the duplicate are transferred to the master, and the duplicate is permanently deleted.
No. Once a record is merged, the duplicate record is permanently deleted and cannot be restored from the Recycle Bin. Always verify field values carefully before confirming a merge.
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