Duplicate data may lead to inefficiency as your team may pull lists that includes the same contact twice. These are the steps to manage duplicates in you HubSpot portal:
- In the Contacts tab, click Actions>Manage Duplicates
- This will bring you to a window of lists of duplicate records. You can Review or Reject it accordingly
- When you select Review, a dialogue box opens where you can compare the record details as shown.
Based on the data, you can decide to Merge if not select cancel and Reject. - Here are the types of duplicates and what possible action you can do:
[1] Typos in emaileg typos in emails gnail.com yaho.comAction: Definitely merge these into the correct version[2] Updated emailPersonal emails on hotmail and gmailAction: Probably merge these into the one with most recent activity[3] Personal and business emailsTwo different contact records for the same person, one with their personal email, the other with business emailAction: They should not be merged...There's good reasons not to:-
multiple touchpoints (they can decide their preferences)
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personal continues (if they leave the business)
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ad audiences
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