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	<title>duplicate data Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency</title>
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		<title>Duplicate data for Contact 360,  Account360, and Pipeline Deal Card</title>
		<link>https://www.insuredmine.com/knowledge-base/duplicate-data-for-contact-360-account360-and-pipeline-deal-card/</link>
		
		<dc:creator><![CDATA[Anjali Kapadia]]></dc:creator>
		<pubDate>Sun, 18 Jun 2023 17:05:49 +0000</pubDate>
				<guid isPermaLink="false">https://www.insuredmine.com/?post_type=knowledgebase&#038;p=21504</guid>

					<description><![CDATA[<p>Release Date: June 16, 2023 Overview We have introduced an enhancement that displays duplicate contact records in Contact360, Account360, and Deal Cards. Duplicate records are identified based on the contact&#8217;s email address or phone number (including business and other available contact numbers), allowing users to easily review and manage duplicate records. Use Case: This enhancement [&#8230;]</p>
<p>The post <a href="https://www.insuredmine.com/knowledge-base/duplicate-data-for-contact-360-account360-and-pipeline-deal-card/">Duplicate data for Contact 360,  Account360, and Pipeline Deal Card</a> appeared first on <a href="https://www.insuredmine.com">InsuredMine CRM | Optimize and Grow Your Insurance Agency</a>.</p>
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							<p><strong>Release Date: June 16, 2023</strong></p>						</div>
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							<p><b>Overview</b></p><p><b>We have introduced an enhancement that displays duplicate contact records in Contact360, Account360, and Deal Cards. Duplicate records are identified based on the contact&#8217;s email address or phone number (including business and other available contact numbers), allowing users to easily review and manage duplicate records.</b></p><p><b>Use Case:</b> <span style="font-weight: 400">This enhancement helps users quickly identify duplicate contact records across </span><b>Contact360</b><span style="font-weight: 400">, </span><b>Account360</b><span style="font-weight: 400">, and </span><b>Deal Cards</b><span style="font-weight: 400">. By reviewing and merging duplicate records when necessary, users can maintain accurate data and reduce duplicate entries across the system.</span></p><p dir="ltr" style="line-height: 1.38;margin-top: 0pt;margin-bottom: 0pt"><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline;white-space: pre-wrap">To view the enhancement:</span></p><ul><li dir="ltr" style="line-height: 1.38"><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline;white-space: pre-wrap">Navigate to Contacts.</span></li><li dir="ltr" style="line-height: 1.38" role="presentation"><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline;white-space: pre-wrap">Click on a contact to view the </span><a style="font-size: 11pt" href="https://www.insuredmine.com/knowledge-base/contacts/" target="_blank" rel="noopener">contact 360.</a></li></ul>						</div>
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													<img fetchpriority="high" decoding="async" width="1024" height="461" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29022435/image1-1-12-1024x461.png" class="attachment-large size-large wp-image-51751" alt="" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29022435/image1-1-12-1024x461.png 1024w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29022435/image1-1-12-300x135.png 300w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29022435/image1-1-12-768x346.png 768w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29022435/image1-1-12-111x50.png 111w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29022435/image1-1-12.png 1536w" sizes="(max-width: 1024px) 100vw, 1024px" />													</div>
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							<ul style="margin-top: 0;margin-bottom: 0;padding-inline-start: 48px"><li dir="ltr" style="list-style-type: disc;font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline;white-space: pre"><p dir="ltr" style="line-height: 1.38;margin-top: 0pt;margin-bottom: 0pt" role="presentation"><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline;white-space: pre-wrap">If you click on the Duplicates Found tab, the list of duplicate records will be visible.</span></p></li><li dir="ltr" style="list-style-type: disc;font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline;white-space: pre"><p dir="ltr" style="line-height: 1.38;margin-top: 0pt;margin-bottom: 0pt" role="presentation"><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline;white-space: pre-wrap">You can select a few of those details and can merge them if required.</span></p></li></ul>						</div>
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													<img decoding="async" width="1024" height="467" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29022505/image1-1-13-1024x467.png" class="attachment-large size-large wp-image-51752" alt="" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29022505/image1-1-13-1024x467.png 1024w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29022505/image1-1-13-300x137.png 300w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29022505/image1-1-13-768x350.png 768w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29022505/image1-1-13-110x50.png 110w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29022505/image1-1-13.png 1536w" sizes="(max-width: 1024px) 100vw, 1024px" />													</div>
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				<div class="elementor-element elementor-element-fc28e5b elementor-widget elementor-widget-text-editor" data-id="fc28e5b" data-element_type="widget" data-widget_type="text-editor.default">
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							<ul><li><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline;white-space: pre-wrap">Similarly, if you navigate to <a href="https://www.insuredmine.com/knowledge-base/deal-card/" target="_blank" rel="noopener">deal cards</a> and open a deal card, under Linked Contacts, you will find the duplicate record.</span></li></ul>						</div>
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													<img decoding="async" width="1024" height="461" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29021925/image4-1-4-1024x461.png" class="attachment-large size-large wp-image-51749" alt="" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29021925/image4-1-4-1024x461.png 1024w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29021925/image4-1-4-300x135.png 300w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29021925/image4-1-4-768x346.png 768w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29021925/image4-1-4-111x50.png 111w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29021925/image4-1-4.png 1536w" sizes="(max-width: 1024px) 100vw, 1024px" />													</div>
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							<ul><li><span style="font-size: 11pt;font-family: Poppins,sans-serif;color: #000000;background-color: transparent;font-weight: 400;font-style: normal;font-variant: normal;text-decoration: none;vertical-align: baseline;white-space: pre-wrap">Additionally, even if you navigate to Accounts and click on contacts under <a href="https://www.insuredmine.com/knowledge-base/client-profile-360/" target="_blank" rel="noopener">Account 360</a>, you will find the duplicate record details.</span></li></ul>						</div>
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													<img loading="lazy" decoding="async" width="1024" height="481" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29021834/image1-1-11-1024x481.png" class="attachment-large size-large wp-image-51748" alt="" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29021834/image1-1-11-1024x481.png 1024w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29021834/image1-1-11-300x141.png 300w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29021834/image1-1-11-768x360.png 768w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29021834/image1-1-11-107x50.png 107w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/06/29021834/image1-1-11.png 1515w" sizes="(max-width: 1024px) 100vw, 1024px" />													</div>
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		<p>The post <a href="https://www.insuredmine.com/knowledge-base/duplicate-data-for-contact-360-account360-and-pipeline-deal-card/">Duplicate data for Contact 360,  Account360, and Pipeline Deal Card</a> appeared first on <a href="https://www.insuredmine.com">InsuredMine CRM | Optimize and Grow Your Insurance Agency</a>.</p>
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