View suspected duplicates side by side.
Review suspected duplicate customers and field differences.
See the actual stepsDuplicate customer checks and merging
Looks like the same customer.Compare first. Then merge.
Keep the comparison process before removing duplicates to reduce the risk of losing business context prematurely.
01 · Start from
Current business information
Review suspected duplicate customers and field differences.
02 · Continue handling
Review and preparation
Check both profiles and associated business, then choose the destination profile.
03 · You decide
Check, then continue
Confirm the merge and check that associated records were retained.
Feature workflow illustration. No corresponding result screenshot is currently available. This is not completed business or an AI-generated result.
View suspected duplicates side by side.
Check field differences individually.
Keep the comparison process before removing duplicates to reduce the risk of losing business context prematurely.
This feature's focusCompare first
Keep business context before cleaning up duplicates
How the feature works. Actual results depend on information, permissions, and service requirements.
See this feature's highlights.
real work.
Details worth exploring.
Check field differences individually.
Check both profiles and associated business, then choose the destination profile.
See the actual stepsConfirm the target profile manually.
Confirm the merge and check that associated records were retained.
See how to checkUnderstand the tool and human handling separately
What the tool handles.
What you decide.
View suspected duplicates side by side.
Keep the comparison process before removing duplicates to reduce the risk of losing business context prematurely.
Check both profiles and associated business, then choose the destination profile.
3 key points.
After confirmation, continue.
- Identical names do not necessarily identify the same company.
- Specify the destination profile and the differences to retain.
- After confirming, check that associated records were preserved.
This compares feature handling scopes. Scenarios explain the sequence, not measured efficiency or completed customer cases.
Explain the feature through real work
This time.
Compare first.
Suppose a customer has two profiles with similar names.
Hypothetical scenario · Feature explanation, not a customer case or completed AI resultDelete one solely because the names look similar.
Compare identities and associated business to confirm whether they are the same customer and choose the merge destination.
When to use it
Prepare first.
Make this task specific.
When multiple people may have entered the same customer, compare identity and business differences before deciding whether to merge.
Records to compare
two suspected duplicate customer profiles.
Associated context
each profile's contact details, communication and business records.
Complete steps
From the start.
To the next step.
Compare differences between possible duplicates and confirm the target before merging linked records. Uncertain customer matches are not merged automatically.
01
Review suspected duplicate customers and field differences.
02
Check both profiles and associated business, then choose the destination profile.
03
Confirm the merge and check that associated records were retained.
Connect the work from step to step
Make this step clear.
Connect the next step.
After merging, review the profile, timeline and related business. Keep uncertain records for further verification.
Return to Xunqi and CRM customer management for the complete workflowUnderstand before use
Bring the actual conditions.
Continue this step of the work.
Uncertain customers must not be merged automatically. A person must confirm the merge destination and differences.
Product facts and FAQsBack to the product feature directoryMore details in this product
Bring default customer details into documents
Maintain common company headings, contacts and transaction information for future documents.
Explore this feature on its own