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Deduplication identifies CRM records that may represent the same person. It is designed to bring useful information together while preserving important contact and relationship context.
The step-by-step deduplication workflow is coming soon.

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When to use deduplication

Use deduplication when the same person may appear in Rex CRM more than once, particularly when those records contain different names, phone numbers, email addresses, properties, or ownership relationships. Deduplication is different from:
  • Cleaning, which corrects and standardises information already on a record
  • Enrichment, which finds new contact information for an existing person

Compare all three workflows

See when to use cleaning, enrichment, or deduplication.