The Duplicate Management Agent helps Zoho CRM users identify possible duplicate records in a selected CRM module. It checks records using predefined matching criteria such as Email, Phone, Last Name, and other relevant fields, and can identify matches across newly created and existing records.
When duplicates are found, the agent adds a Duplicate tag to the matching records. This helps teams review duplicate entries faster, keep CRM data organized, and reduce the manual effort needed to find and manage duplicate records.
Zoho offers a comprehensive suite of award-winning on-line business, productivity & collaboration applications. Customers use Zoho Applications to run their business processes, manage their information and be more productive while at the office or on the go, without having to worry about expensive or outdated hardware or software
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I would recommend you to try Duplicate Management Agent. It would add a lot more value to your Zia Agents account.
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