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- First, in the "Check for duplicates" menu, introduce any criteria to make a search: the button “New” will appear.
- Remark: eventhough no results will come up, go ahead to click "New" to manually find your duplicate contacts.
- Click on "New": A pop up screen will be displayed, and you'll be able to:
- Search for the "Top of the duplicate" (the one you wish to keep) and
- Search for the "Duplicate" (the one you want to merge).
- Click on the "Merge" button at the top of the screen.
If a contact has been previously marked as a false positive, you will not be able to find it while setting up a new duplicate since the contact is linked already to a previous contact:
- Search either under "Potential" or "Incorrect Duplicate" duplicate state:
2. The previous link will show up as a result, click on "delete" to remove it:
3. Once this process is completed, you will be able to setup your manual link as explained on the paragraph above from this article.
To continue with this training unit, click here to learn about the contact file.
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