How to identify duplicate accounts and make smart connections using Freddy

Modified on: Thu, 10 Oct, 2019 at 3:48 PM


Applicable plans
Sprout Blossom Garden EstateForest

With accounts, Freddy gives you two kinds of insights:

  1. Duplicate accounts

  2. Leads and contacts that might be related to the same account



For example, if you are handling an account called “Widgetz.io” and there is another account in the CRM by the name “Widgets.io”, Freddy will suggest it as a duplicate since it might be a spelling error.


Similarly, if Jane enters the CRM as a lead or contact with the email address “jane@widgetz.com”, Freddy will suggest that Jane is related to the account because of the email domain in her email address.


Freddy picks up these duplicates using the following fields:

  • Company or Account name

  • Website domain

  • Email domain



You can perform the following actions on the duplicates:

  • Accounts:

    • Merge: You can merge the two accounts into a single record

    • Edit all fields: You can edit the duplicate account to turn it into a parent or child account, if applicable

    • Assign to: You can assign the duplicate account to the appropriate sales rep

    • Delete: You can delete the duplicate account from the system

    • Remove from duplicates: If you think this is not really a duplicate, you can remove it from the list

  • Leads and Contacts:

    • Relate to account: You can make it a related contact of the account 

    • Edit all fields: You can edit the lead or contact if required

    • Assign to: You can assign the lead or contact to the appropriate person, if required

    • Delete: You can delete the lead or contact from the system

    • Remove from duplicates: If you think this is not really a duplicate, you can remove it from the list


If you would like to send us feedback about this feature, write in to support@freshsales.io.


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How to identify duplicate accounts and make smart connections using Freddy

Modified on: Thu, 10 Oct, 2019 at 3:48 PM


Applicable plans
Sprout Blossom Garden EstateForest

With accounts, Freddy gives you two kinds of insights:

  1. Duplicate accounts

  2. Leads and contacts that might be related to the same account



For example, if you are handling an account called “Widgetz.io” and there is another account in the CRM by the name “Widgets.io”, Freddy will suggest it as a duplicate since it might be a spelling error.


Similarly, if Jane enters the CRM as a lead or contact with the email address “jane@widgetz.com”, Freddy will suggest that Jane is related to the account because of the email domain in her email address.


Freddy picks up these duplicates using the following fields:

  • Company or Account name

  • Website domain

  • Email domain



You can perform the following actions on the duplicates:

  • Accounts:

    • Merge: You can merge the two accounts into a single record

    • Edit all fields: You can edit the duplicate account to turn it into a parent or child account, if applicable

    • Assign to: You can assign the duplicate account to the appropriate sales rep

    • Delete: You can delete the duplicate account from the system

    • Remove from duplicates: If you think this is not really a duplicate, you can remove it from the list

  • Leads and Contacts:

    • Relate to account: You can make it a related contact of the account 

    • Edit all fields: You can edit the lead or contact if required

    • Assign to: You can assign the lead or contact to the appropriate person, if required

    • Delete: You can delete the lead or contact from the system

    • Remove from duplicates: If you think this is not really a duplicate, you can remove it from the list


If you would like to send us feedback about this feature, write in to support@freshsales.io.


Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial