Professional CRM

How to Clean Up Duplicate Contacts

Merge duplicates and keep your CRM data clean

Duplicate contacts clutter your CRM and lead to embarrassing double outreach. NexaLink's duplicate detector finds and merges duplicates so every contact has one clean, complete profile.

Difficulty:Beginner
10-15 minutes
Tools:
NexaLink CRM

Before You Start

  • NexaLink CRM account
  • Contact list with potential duplicates

Step-by-Step Guide

1

Run Duplicate Detection

Go to CRM Settings and select Find Duplicates to scan your entire contact list.

Tip: Run this monthly or after large imports for the cleanest data
2

Review Suggested Matches

NexaLink shows potential duplicates side by side with matching fields highlighted.

Tip: Check name, email, and phone number matches carefully before merging
3

Choose Merge Strategy

For each duplicate pair, choose which record to keep as primary and which data to merge in.

Tip: The primary record keeps its tags and notes while merging in missing data from the duplicate
4

Merge or Dismiss

Tap merge to combine the records or dismiss to mark them as separate people.

Tip: Dismissed pairs will not appear in future duplicate scans
5

Enable Auto-Detection

Turn on real-time duplicate detection to catch duplicates as they are created.

Tip: New contacts will be flagged before saving if a match already exists

Why This Matters

AI Follow-up Suggestions

Get smart reminders on who to contact and when.

Relationship Scoring

See which connections need attention at a glance.

Context Recall

Never forget where you met someone or what you discussed.

Network Analytics

Weekly insights on your network health.

Pro Tips

Expert advice to get the most out of this workflow

Run duplicate detection after every CSV import or event scanning session
Enable real-time detection to prevent duplicates from being created
Export a backup before bulk merging just in case
Check for duplicates with different email domains (personal vs work email)

Related Features

AI-Powered Reminders

Smart follow-up suggestions

Relationship Scoring

Track connection strength

Meeting Notes

Remember every conversation

Event Tagging

Track where you met contacts

Weekly Digests

Network health reports

Contact Enrichment

Auto-fill contact details

Frequently Asked Questions

How does relationship scoring work?

Our AI analyzes interaction frequency and engagement to score each relationship.

Will it remind me to follow up?

Yes! Smart suggestions based on relationship score and time since last contact.

Does it sync with other NexaLink apps?

Yes! Scanner and Digital Card contacts sync automatically.

Ready to Try It?

Follow this guide and clean up duplicate contacts in just 10-15 minutes.

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