HubSpot Ideas

Ina

Add filter to Duplicate Tool

We would really love to have a filtering option for duplicates management. For ex, we could filter 2-3 company owners and check all the duplicates they have in common. We sometimes run in this issue with several reps working on the same account, as HS doesn't prevent us from creating a duplicate company.

3 Replies
PThomas
Participant

Great idea, this would be super helpful!

VCardy
Member

Our CRM currently has 2,000 duplicates for contacts alone... and another 2,000 for companies. We have a sales team of nearly 100 people, and the ability to filter by the sales rep/user would be tremendous for us. We do imports from other databases pretty regularly, and oftentimes, that creates a mess of duplicates (even when we try to dedupe). To be able to look at duplicates for just one particular user would allow us to clean up records faster and more efficiently! This would also eliminate issues where two different people have the same contact (unknowingly) and are both communicating with the same person; however, they don't know they're both reaching out, thus confusing the customer and making a bad impression on our part.

 

Please help us out HubSpot!

FrankWL
Contributor | Diamond Partner

We are running multiple business units and need to filter by bus unit to only work on duplicates from the B2C bus unit. All the rest needs to remain completely untouched.