As you add records to your AgencyBloc account, you may find that you have accidentally (or intentionally) added duplicate versions of the record. Using AgencyBloc's Duplicate Detection and Merge tool, you can merge duplicates to create clean data.
Additional resources
- [Help Article] Duplicate Detection
- [Help Article] Merging Duplicate Individuals
- [Help Article] Merging Duplicate Groups
- [Help Article] Merging Duplicate Agents
Video training series for Customizations & More
- How to Customize Your AgencyBloc Fields (6:06)
- Creating and Using Custom Fields (4:06)
- Adjusting Your Columns and Grid Views (3:01)
- Customizing Your Dashboard (2:34)
- Running Advanced and Saved Searches (3:39)
- An Introduction to Standard Reports (4:38)
- Finding Duplicates and Merging Records (2:14) You are here
- Creating & Using Teams (7:34)
- A Review of Field Sets & How to Use Them (5:23)
- An Introduction to Outlook Email Sync & Email Forwarding (4:44)
- An Introduction to Automated Workflow & Email Marketing (4:18)
- An Introduction to Sales Pipeline (6:54)