We’ve all been there. We add leads, contacts and organizations to Insightly through manual imports, web forms and the API. The result is that multiple records are created for the same contact or lead. And, not only do duplicates render reports inaccurate, but they also drive up your record count and use up more storage space.
Well, I’m happy to announce that this is no more! You’ve had the ability to SmartMerge Organizations, but, now you can SmartMerge Leads and Contacts too. So, those pesky “dupes” will no longer haunt your reports, drive up your record count or use up unnecessary storage space.
Using SmartMerge, you’ll quickly identify all of your duplicate records and be able to tell Insightly what records to merge or you can find duplicates of specific leads or contacts and merge them.
And, once you’ve identified what records you want to merge, just indicate what record is the “Master Record”, click “Merge”, and the records will be merged. Once merged, you’ll have one record with all of the empty fields populated in the master record and all “non-master” records will be placed in the recycle bin. So, there’s no need to fret about losing any data.
The attributes that are merged for contacts are: links, tags, tasks, notes, emails, file attachments, contact infos, dates and addresses. And, the attributes that are merged for leads are: tags, tasks, notes, emails, file attachments and addresses.
The best news is that this improvement is available on all of Insightly’s plans – including the free plan. So, if you’ve got a ton of leads or contacts and you want to make sure you don’t have any duplicates, check out this improvement.
Learn more about managing duplicates in our help guide and, if you like this improvement, be sure to like and share it on social media!