Tip #7: Create Unique Fields to avoid duplicate records
Hello everyone,
We are back with a great tip for this week, yet again, on how you can maintain a clean CRM database. While it's a good thing to drive all your focus on putting Zoho CRM to its best use, it is equally important to maintain a clean, clutter-free system. Following our previous tip "Maintain a style sheet for a clean CRM database" here's another tip on how you can avoid duplicate records in your CRM database.
Tip #7: Create Unique Fields to avoid duplicate records
With multiple lead sources and multiple people handling your CRM system, the chances of adding duplicate records get higher. And as your CRM database grows, it is almost impossible to look for duplicate records manually, every now and then. Don't worry, we've got you covered!
Zoho CRM helps you avoid the creation of duplicate records in the first place. How?
Mark a field as unique.
A unique field is a field in a record whose value makes the record unique. For example, the email address field could be marked as a unique field because, clearly, no two people can have the same email address.
Similarly you could include Passport Numbers, Social Security Numbers, and the like as custom fields for leads and contacts and mark them as unique fields. This way, Zoho CRM will not allow the creation of a duplicate lead or contact that holds the same unique field value that's already existing.
Unique fields play vital role in managing duplicate records from various sources like manual creation of records, records created via import, APIs, integration, web forms, etc,. To know more about unique fields, click here.
So what will be your unique field? Do try this tip and let us know what you think by commenting below.
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