Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First click on the "Contacts" icon in the left sidebar menu
2. Then click on the more options button (three dots) in the top right corner of the contacts list
3. Next click on "Merge duplicates" option from the dropdown menu
4. Then click on the "Organizations" tab in the Merge Duplicates window
5. Then click on the "Preview" button in the bottom right
6. Then click on the "Merge" button in the bottom right
7. Finally click on the "Merge" button in the confirmation dialog to complete the merge
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Why should you use this feature?
Pipedrive is a dynamic CRM tool designed to streamline sales processes and boost productivity.
Merging duplicate contacts in the "Organizations" section is a feature that optimizes your contact database, ensuring accuracy and efficiency.
By consolidating duplicate entries, you maintain a single, comprehensive view of each organization. This prevents data clutter, reduces errors, and enhances communication among team members.
Ultimately, these benefits contribute to a smoother workflow, allowing your team to make more informed decisions with a well-organized and up-to-date contact list.
Last update
December 15, 2025
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