Here's how to manage your contact list with no duplicate inside NexLvL CRM

How to Avoid Duplicate Contact

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Click on Automations

Create your flow. On this sample, we'll just pick a draft flow.

Drag the 'Look Up Contact' sequence.

Click on CRM

There are only 2 fields we suggest for you to fill in.

Tip: No 2 or more different client has the same email and phone not unless a single client prefer to use different emails or phone number every transaction.

Email and Phone

This is a default and recommended to use so we suggest not to touch it.