Teams often create the same Company twice under names that look alike, such as Tesla, Inc. and Tesla Inc, or with a small typo, which splits Contacts, deals and history across two records. Preemptive Duplicate Detection for Companies checks the name and domain as you type in Add Company and shows Companies that may already exist, so you can open the existing record instead.
What’s New?
- Suggestions as you type: See possible existing Companies while entering a company name or domain in Add Company.
- Names that look alike: Partial names, punctuation differences and common typos still find the existing Company. Typing “Tesla Inc” suggests Tesla, Inc.
- Open the existing Company: Select a suggestion to review the record already in your CRM.
- Control over what you save: Dismiss suggestions and create a separate Company when needed. Suggestions do not merge records or prevent saving.
Why This Matters
Avoid splitting account information and associated work across accidental duplicates. Check for an existing Company during entry, so your team can keep working from the same record.
How to Use
- Enable Preemptive Duplicate Detection for Companies in Labs for your sub-account.
- Go to Contacts > Companies and click Add Company.
- Enter a company name or domain and review the suggestions.
- Open a matching Company, or continue entering and saving your distinct Company.
Pro Tips
- Check the details: Similar names or shared domains can belong to different businesses.
- Try a fuller query: Use more of the Company name or its domain if the expected record is not suggested.
- Use it during Company entry: Suggestions help avoid new duplicates; they do not scan or merge records already in your CRM.
