This how you want Revamp CRM to avoid duplicate contacts while at the same time merging the contact information together when importing contact information from third parties or CSV files.


The Strategy is how the system detects that two contacts are one and the same.


Account Admin can select the appropriate merge strategy from the Settings screen here.  the available Options are:


1. Name and Email ( Default strategy)


Contacts are matched comparing name and emails (if provided). Both have to match if provided. 


Note: If emails are not provided comparison is done using Name only.


2. Email Only


    Contacts are matched only using the emails provided. If however no email was provided, Check falls back to compare using names.


3. Name And Company


Contacts are matched comparing name and Company (if provided). Both have to match if provided. 


Note: If company is not provided comparison is done using Name only.


4. Name And Phone


Contacts are matched comparing name and Phone numbers (if provided). Both have to match if provided. 


Note: If Phone numbers are not provided comparison is done using Name only.