TormanoDuplicate company records happen when two team members create the same record, or when an import adds a record that already exists with a slightly different name.
Finding duplicates
When the Companies list finds likely matches it shows a banner at the top, such as 3 groups of possible duplicate companies. A group is a set of records that look like the same company, so five groups can hold far more than five records. Each group shows a few of its names, how many records it holds, and why they matched: same name or same website domain.
A group of exactly two has a Review & merge link that opens the record you will keep with the merge already set up. A larger group offers to merge the first two instead, because a merge joins one pair at a time. The rest stay where they are until you merge them too.
Merging
Merge from a company’s own page: click Merge, search for the other company, and confirm. The company you start from keeps its details; the other one’s contacts, deals, and history move onto it.
What carries over
Everything attached to the merged record re-points to the survivor: contacts, deals, activities, documents, invoices, quotes, synced emails, video meeting records, and any child companies (which are re-parented to the survivor).
Reversibility
The other company is archived rather than destroyed, so it can be restored. Every merge is written to the audit trail with a summary of what moved.