How Do You Clean and Maintain Data Quality in Zoho CRM to Avoid Duplicates and Inconsistencies?
Maintaining clean data is key to CRM accuracy and performance. Zoho CRM provides tools to identify, merge, and prevent duplicate or incomplete records.
Use Duplicate Check:
Go to Setup → Data Administration → Deduplication.
Select the module (e.g., Leads) and scan for duplicate records based on Email, Phone, or Custom Fields.
Merge Records:
Review matched records and choose the master record during merge.
Enable Field Validation Rules:
Set mandatory fields, value ranges, or format checks (e.g., valid email pattern) during record creation.
Schedule Data Backups:
Regularly export or back up data to maintain recovery options in case of accidental data loss.
Why This Workflow Matters:
Good data hygiene prevents errors in sales reporting, avoids duplicate outreach, and supports effective automation and segmentation.
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