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Customers & follow-upGrowth
Customer Merge
Detects duplicate customers created by phone formatting, repeated calls, leads, and appointments.
What this page is for
Use when one customer appears multiple times.
How to set it up
- 1Review suggestions.
- 2Mark reviewed after confirming.
- 3Use consistent phone formatting going forward.
Demo workflow
Customer Merge workflow demo
A workspace user opens Customer Merge and needs to understand what action to take.
1
Open the page
Go to Customer Merge from the sidebar or this docs page.
2
Check the state
Read the cards, empty-state message, filters, or table rows to understand current status.
3
Take action
Use the related setup page, action button, or linked workflow to complete the next step.
The user knows what the page does and which action moves the workflow forward.