How do I deal with duplicate contacts?
Clickmax identifies contacts by email address: when you import or receive a new contact whose email already exists, the data is merged into the same record instead of creating a duplicate.
To avoid duplicates when bringing contacts in from elsewhere, make sure the email column is mapped correctly during the import. That way the sales history and the automations stay attached to a single contact.
Related
If it didn't work
- Contacts still show up more than once: check that the email is filled in and mapped in the import — without an email, the system cannot unify them.
- Questions about how the import behaves: see import and export contacts.