First Time opening Duplicate Manager

Getting Started

First Time opening Duplicate Manager

When you open Duplicate Manager for the first time and no entities are configured yet, you will be greeted with a welcome prompt that guides you through the initial setup steps.

In the final step, you will be asked whether you want to start with the pre-defined entity configurations for the Account and Contact entities.
These default configurations provide a quick overview of how rules are set up and demonstrate the possibilities within the entity settings.

  • You can always modify these rules and settings later to fit your needs.

  • If you choose not to load the default configurations, you will be prompted to manually select the first entity you want to configure Duplicate Manager for.

Regardless of your choice, you can add or remove entities at any time later through the app.

Next Steps


Manage Entities

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