Whether you have just begun importing records from your old CRM, QuickBooks and/or Excel, or if you have been using Results for years, you likely have a duplicate contact record (or two) in your database.
Duplicate records waste time and resources and can cost you money. In addition, without viewing the complete account history in one central record, duplicate contacts can be embarrassing and cost you a business relationship.
Join us as we explore the powerful tools in Results that will help you avoid these problems by:
- Identifying various ways to search for duplicate contact records in Results
- Combining Contact records
- Converting duplicate contact records into associate records
Note: If you can’t attend, please still register so we can send you the recorded session.