When it comes to preventing duplicate records in your CRM, what's the most effective method? Is it a combination of processes, tools, or user training? Curious to know!!
Effective Methods to Prevent Duplicate CRM Records | RevGenius
some CRMs have built-in dedup and I think it's crucial - should be based on fuzzy match taking into account multiple elements (not only first name / last and email but also phone, url, and fuzzy match on names)