Setting up your CRM
Merge duplicates and add your own fields — the two admin surfaces in Setup.
The Setup tab holds the two things that don't belong on a record page: cleaning up duplicates, and defining custom fields for your organization.
Duplicate detection
The duplicate scan runs in your browser over the records already loaded, so it's instant and re-runs whenever anything changes. It matches on the strongest signals available:
| Object | Matches on | Confidence |
|---|---|---|
| Contacts | The same normalized email address | High |
| Contacts | The same name at the same company / email domain | Medium |
| Accounts | The same web domain | High |
| Accounts | Company names that match once punctuation and suffixes are ignored | Medium |
Merging a pair
- 1Open Setup → Duplicates and review the pairs it found.
- 2Choose which record survives (the master) — it keeps its own values.
- 3Confirm the merge. The other record's contacts, deals, tasks and notes are re-pointed to the master first, blanks on the master are filled from the loser, then the loser is deleted.
A merge is not reversible. The surviving record inherits the other's child records and any fields it was missing, and the duplicate is removed. Pick the master deliberately.
Custom fields
Add your own fields to any object — leads, contacts, accounts or opportunities. Define a field once and it appears on every record of that type and in the new-record form. Values are stored per record, so adding a field needs no migration and takes effect immediately.
| Field type | Use for |
|---|---|
| Text | Free-form notes like a PO number. |
| Number | Seat counts, scores, quantities. |
| Date | Renewal or contract dates. |
| Picklist | A fixed set of options you supply (comma-separated). |
| Checkbox | A simple yes / no flag. |
Defining custom fields is on the Business plan and above. Duplicate detection is available to everyone.
Bulk actions
On the list views, selecting several rows opens a bulk bar to reassign the owner, change the stage (opportunities), or delete the selection in one go. Bulk actions are on the Team plan and above, and every action is re-checked against your plan on the server.