Overview:
Duplicate records can fragment your data. Use Laywork’s merge tool to combine duplicates safely.
Steps:
Go to Leads & Deals → Leads (or Deals).
Click Bulk Actions → Find Duplicates.
Laywork will suggest pairs based on name/email/company similarity.
Select the duplicates you want to merge.
Click Merge, choose the primary record, and confirm.
Tips & Best Practices:
Always merge into the record with the most complete data.
Run duplicate checks weekly to keep your database clean.
Troubleshooting / FAQs:
Q: Merge button is disabled.
A: Ensure you have “Merge Records” permission and that at least two records are selected.
Q: Some fields didn’t carry over after merge.
A: Only non‑conflicting fields transfer; copy over any unique custom‑field data manually before merging.