Merge Contact & Accounts

Duplicate records are the silent killer of CRM productivity and dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. integrity. They leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. to wasted time, inconsistent communication, and poor decision-making. Pipeliner CRM’s Merge Accounts & Contacts feature is your simple, powerful solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. for maintaining a pristine database and ensuring your team is constantly working with the single source of truth.

Key Selling Points & UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Advantages

• 100% Data Integrity: Combine duplicate records (Accounts or Contacts) into one master profile, ensuring every piece of data is accurate, up-to-date, and unified.
• Boost Productivity: Stop wasting time cross-referencing or accidentally updating the wrong record. Give your sales and marketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. teams clean data for faster, smarter action.
• Custom Control: Don’t just merge—master the merge. Use the Advanced Mode to manually select and retain the most accurate data point for each field, ensuring the final record is complete and correct.
• Intelligent Prevention: Pipeliner CRM helps prevent duplicates before they happen! Receive Similar Accounts/Contacts warnings during creation to immediately identify and resolve potential duplicates, saving time on cleanup later.

How It Works: Effortless Data Unification

Pipeliner CRM makes merging complex data simple. You can easily combine any two duplicate AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. or Contact records into a single, clean, and complete Master Record.

Precision and Clarity in Every Merge

We focus your effort on direct, two-record conflicts for faster, error-free merging, as Pipeliner CRM allows you to select only two records at a time. This process is highly controlled: you explicitly choose which record is the ‘Master’ to retain, automatically migrating all related activities and data from the non-master record into the one you keep. This ensures perfect Clarity & Retention.

For total customization, the Advanced Field Mapping feature provides a huge benefit. Our Advanced Mode enables side-by-side field comparison, allowing you to select and choose the best value for every field. This guarantees no critical data is lost and the final record is complete. Furthermore, the entire process is optimized for speed and workflow, as merging is streamlined directly from your List View, the ideal place for selection, quick editing, and mass action.

Built for Security and Control: Prerequisites

Data control is paramount. The Merge feature is designed with safeguards to ensure only authorized users can perform permanent record deletions.

• Tier Availability: Available for our Business and EnterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment. customers.
• Deletion Rights: Only users with deletion rights for the specific record type (Account or Contact) can initiate a merge, as the non-master record is permanently deleted.
• Record Ownership: You must be the Owner of the record you wish to delete (the non-master) to ensure data modification adheres to your security settings.

Pro-Tip for Admins: Your Pipeliner CRM Administrator can easily adjust User Roles and Sales Unit Manager permissions in the Admin Module, ensuring your team has the appropriate level of control for efficient data hygiene.

Next-Level Data Hygiene: Best Practice for Merging

Achieve maximum efficiency with these merging tips:

1. Work in List View: Begin in the List View for easy selection and comparison.
2. Filter for Duplicates: Use the Filter tab to quickly locate all possible duplicates (e.g., by searching for partial names).
3. Identify & Tag: Before merging, use the List View’s inline editing to temporarily rename the non-master record (e.g., adding the word “DELETE” to the name). This simple step eliminates confusion when selecting the final Master Record.

Stop fighting with messy data and start closing deals with confidence. Pipeliner CRM’s Merge feature ensures a clean and powerful CRM experience.