Duplicated Contacts in Pulse360
If you see multiple contacts under the same name in Pulse360, that is because you have multiple contact records in your CRM.
How to get rid of duplicates:
1. Run a check for duplicates in your CRM first and merge or delete the records you don't need in your CRM.
2. Please make sure that any notes you have entered in Pulse360 for that contact are transferred (How to Transfer Notes) - otherwise, the notes will get deleted. 3. Reach out to us at firstname.lastname@example.org and let us know what contacts you need to remove - we will delete them behind the scenes.
- How to Transfer Notes
- The contacts which are not in your CRM will be marked in Pulse360 with a red sign.