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Probable Duplicate Related List For Zoho CRM

Probable Duplicate Related List For Zoho CRM
Records that belong to a parent record's related listings. The related record can be viewed by clicking on the name in the related list. 
Install on Zoho CRM

Leads & Contacts

Using Probable duplicate related list extensions you can find the probable duplicates of leads, contacts, accounts, and vendors in the related list.

While Installing

During installation of Probable duplicate related list for Zoho CRM, you can select the Contacts, Accounts, and Vendors modules to show the probable duplicate records.

Emails & Phone Numbers

With the Probable duplicate related list you can check all records with similar emails, phone numbers, and company domains.

Checks

Using the Probable duplicate related list extension, you can click on the name in the related list to see the related record.

Get Notify

The sales signal that appears in CRM You can see the status of the validation of all numbers by clicking the bell icon.

Pop-Up

After installing the extension, you'll get a pop-up at the bottom right of the screen indicating that it was successfully installed.

Prerequisites

1. You must be the Zoho CRM's super admin.

2. Zoho CRM Enterprise edition or higher is required.

How does this extension helps?

Records in related lists are those related to a parent record. To view the related record, click on the name in the connected list. In the Zoho CRM-related list, you can find probable duplicate leads, contacts, accounts, and vendors.
Probable Duplicate Related List For Zoho CRM

     To identify duplicates in particular modules,            choose the checkboxes.


Probable Duplicate Related List For Zoho CRM

In the related list of the leads module, you can see the duplicate values.


Documentation

FAQ's

How do I install Probable Duplicate Related List in Zoho CRM

Go to the Zoho CRM marketplace and look for "Probable Duplicate Related List for Zoho CRM." You can either install it for free or purchase ir right away.

How to check probable duplicate related list?
In the leads, contacts, accounts, and vendors modules, duplicate records can be identified by duplicate values in the related list of the leads module.


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About Nexivo

Nexivo Consulting is a Zoho-only company that has been ranked the number one Zoho Premium Partner for 2023 and the fastest emerging partner for 2022. Nexivo provides Zoho services across the globe, with offices in India, the USA, and the UAE. Nexivo is a renowned firm that provides innovative solutions and strategic guidance across industries. With skilled consultants and tailored services, we help businesses overcome challenges, optimize operations, and achieve long-term growth. Our expertise includes management consulting, digital transformation, technology implementation, and process optimization, delivering tangible results for sustained success. 

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