A duplicate scan finds customers entered more than once, and a merge tool combines them with a history you can undo. Needs Reply now ignores closed moves and coordinator threads.
v2.337.0
A duplicate scan groups customers who look like the same person. Merge them into one record, undo a merge, or split a record apart, and mark pairs to keep separate on purpose. Each customer page keeps a history of merges and edits.
Security improvements. We tightened security across the app. Everywhere
Needs Reply skips closed moves and coordinator threads. Conversations tied to closed moves, coordinator threads and bounce-only emails no longer count toward Sales Needs Reply. Mark as replied updates right away. Inbox
