# Using filters in Dedupely — Dedupely Knowledge Base

> Use filters to control which records are scanned and shown, helping you target specific segments and reduce false positives during matching.

- URL: https://dedupe.ly/knowledge-base/filters
- Section: knowledge-base
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## Using filters in Dedupely

Filters are a powerful way to narrow down and control how duplicates are identified and displayed in Dedupely. Whether you’re managing a post-import cleanup, working within specific pipelines, or focusing on record ownership, filters give you the precision to streamline your deduplication process safely and efficiently.

### Why use filters?

Filters help you:
- Target duplicates by specific owners, regions, or pipeline stages.
- Clean up recent imports or migration batches by filtering based on create dates.
- Focus deduplication on a specific segment of your CRM data.
- Refine search results to reduce false positives and increase match accuracy.

### Filtering by native and custom fields

Dedupely supports filtering across:
- **Native fields** (e.g., Email, Owner, Lifecycle Stage, Pipeline, Create Date).
- **Custom fields** unique to your CRM setup.
This gives you full flexibility to tailor your deduplication based on your business-specific data structures.

### Types of filters in Dedupely

Dedupely provides **two distinct filtering options** within your Duplicate Searches. Knowing when and how to use each will help you get better results and safer merges.
**1. Filter records to be matched (Add filter)**
This is the first filtering option you’ll encounter when creating or editing a Duplicate Search. It controls which records are **eligible to be matched** in the first place.
**Example:**You only want to match Contacts where the
**City = Detroit**. This filter ensures that Dedupely only scans Detroit-based records for duplicates.
This filter restricts the input pool of records being analyzed for matching.
**2. Filter Records Within Each Match Group**
Once matches are found, these filters let you determine **which match groups are shown** based on the data inside them.
You’ll find these under the **“Filter Matches”** section and can choose from:
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**Only one record in match passes:**At least one record in the match group must meet the condition. *Example: Match on Name + Email, but only show matches where one record has City = Detroit.*
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**All records in match pass:**All records in the match group must meet the condition. *Example: Only show matches where every record has Lifecycle Stage = Customer.*
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**Following fields are unique across all records in a match:**Only show match groups where a specific field has different values across all records. *Example: All records in the group have unique Phone Numbers.*
These options let you fine-tune which matches are worth reviewing or merging, especially when working with large datasets.

### How to apply Filters

- Navigate to a Duplicate Search or create a new one.
- Under **Add Filter**, apply your first filter to restrict which records are scanned.
- Optionally go to **Filter Matches** to control which match groups appear.
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Use **AND/OR logic** to combine multiple filters:
**AND**: All conditions must be true.
**OR**: At least one condition must be true.
You can mix and match both types of filters for highly customized duplicate searches.

### Filter use cases by CRM

- **HubSpot**: Filter by Lifecycle Stage, Contact Owner, or Email Subscription Status.
- **Salesforce**: Filter by Record Type, Lead Status, or custom geographic fields.
- **Pipedrive**: Narrow matches by Pipeline, Deal Stage, or custom tags.

### What happens after filtering?

Once your filters are in place:
- Search results will update based on your conditions.
- You can **run a scan** to identify duplicates only within the filtered dataset.
- You can then merge the results one at a time, in bulk, or on a schedule with Auto Merge.
To learn more about merging, visit:
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**[Merge Options](https://dedupe.ly/knowledge-base/merge-options)**
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**[Merging Duplicates](https://dedupe.ly/knowledge-base/merge-duplicates)**

### Still stuck?

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[Talk to support](https://dedupe.ly/contact)
-
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[Read this page as Markdown](https://dedupe.ly/knowledge-base/filters.md)
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[Read llms.txt](https://dedupe.ly/llms.txt)

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