Duplicate Manager
Features
Duplicate Prevention
Prevent Duplicates Before They Happen
Stop duplicates at the source with real-time detection and smart notifications - right where your users work. Duplicate Manager seamlessly monitors forms and alerts users when potential duplicates are detected, helping you maintain clean data from the start.
Prevent Duplicates when Users:
- Save records
- Create new records
- Edit existing records
- Open records
- Use Quick Create forms
Advanced Duplicate Detection
Powerful Rules to Fit Any Scenario


Key Features:
- Choose from 7 different matching algorithms
- Assign weights to fields and set detection thresholds
- Control case sensitivity for matches
- Include or exclude inactive records
- Compare records across different entities (e.g., Leads vs. Accounts)
Duplicate Manager empowers you to define exactly how duplicates are detected by creating flexible, tailored rules that fit your unique data and business requirements.
Specify which fields to compare, how to evaluate them, and set precise criteria for identifying duplicates – whether simple or complex.
Screenshots