Finding and Merging Duplicates
Find duplicate contacts, companies and deals, merge or dismiss them, undo a merge, and let the autopilot merge the safest sets every night.
Frequently asked questions
How are duplicates detected?
Records match when they share one identity detail exactly after cleanup, such as an email, a website domain, a LinkedIn profile or a phone number. There is no fuzzy name matching, and contacts are never matched by name. Match sensitivity decides which details a scan uses.
Can I undo a merge?
Yes, for 30 days. Open System Operations, Hygiene Hub, Merge History and click Undo. A very large merge cannot be undone.
What happens to activities and deals when records merge?
They move to the record you keep. The other records are deleted, and the kept record's empty fields are filled from them.
What does the autopilot merge?
Every night at 03:15 UTC it merges open sets that are Normal risk and at or above your Auto-merge at confidence. At the default 95+ that means email matches on contacts and company plus contact plus title matches on deals. High Risk sets always wait for review.
Does duplicate cleanup use Lumo credits?
No. Scans and merges use no Lumo credits.
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