Manual Review

Move the matches you're unsure about into their own queue, so bulk merging keeps moving.

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Bulk deduplication often stalls on matches where it isn't obvious whether the records belong to the same person or company. Manual Review moves those matches into a separate queue, so you can keep merging the clear ones and decide on the rest later, with the right people. Manual Review is included in every Dedupely plan and the 7-day free trial.

When to use Manual Review

Treat Manual Review as a review stage in big deduplication projects:

  1. Flag unclear matches as soon as you see them.
  2. Finish bulk merging the clear duplicates.
  3. Review the flagged matches later, with record owners or team leads.

Manual Review doesn't run on its own. A match only goes to the queue when someone sends it there.

How to send matches to Manual Review

  1. In your Duplicate Search, select the checkbox of each match that needs a closer look.
  2. In the action menu at the bottom of the screen, click Send to Manual Review.
  3. The matches leave your search results and move to the Manual Review tab of that search.
  4. Keep bulk merging the remaining matches.
Sending a match to Manual Review from a Duplicate Search

How to find and resolve Manual Reviews

Added

Matches stay in Manual Review until someone merges, rejects or removes them. You can open the queue from:

  • Your Duplicate Search: click the Manual Review tab at the top of the search.
  • The main menu: go to Duplicate Searches, choose the object (e.g. Contacts, Companies, Leads) and open Manual Review.

From there, open View Match Details on a match to compare its records side by side, then merge it, or reject it if it isn't a duplicate.

The Manual Review tab of an Organization Name + Domain Name search, with two matches waiting

What happens next

  • Matches wait in Manual Review until someone merges or rejects them.
  • When you merge a match, it follows your Merge Rules and is logged in Merge History.
  • When you reject a match, it moves to Rejected Matches and stops showing up in your searches.

Troubleshooting

I can't find a match I sent to Manual Review. Check the Manual Review tab at the top of the same Duplicate Search, or under the right object in the Duplicate Searches menu.

I sent a match to Manual Review by mistake. Open the Manual Review tab and merge it from there, or reject it if it isn't a duplicate.

My Manual Review queue keeps growing. Your search might be catching too many uncertain matches. Tighten it with another field or a stricter match option, or add a filter. See Match Options.

FAQs about Manual Review

  • Does Manual Review run automatically? No. Matches only go to Manual Review when someone sends them there.
  • What's the difference between Manual Review and Reject? Manual Review means "not sure yet": the match waits for a decision. Reject means "not a duplicate": the match stops showing up in your searches.
  • Can my team see the Manual Review queue? Yes. Everyone in your Dedupely account can open it and resolve matches.
  • Does Auto Match send matches to Manual Review? No, but when Auto Match notifies you, you can send matches to Manual Review from the results.

Next up

Rejected Matches Dismiss matches that aren't duplicates, and restore them if you change your mind.

Changelog

  1. Manual Review covers the whole record type

    A match sent to Manual Review leaves the Matches list, and the Manual Review tab shows every match in review for that record type, across all its Duplicate Searches.

Every change in the knowledge base

Still stuck?

Our team helps on every plan and during the free trial, by chat, email or Zoom.

Portrait of Gaby Salinas

Behind the article

Gaby Salinas

Marketing Assistant at Dedupely

Gaby Salinas came to CRM data from marketing and advertising, so she looks at duplicates from two sides: the match and merge logic behind them, and what they do to the people using the CRM, like the rep who calls a customer twice, the admin who gets blamed and the cleanup nobody wants to start.

As Marketing Assistant at Dedupely, she follows how RevOps teams, end users, consultants and technical teams actually work with their data: the records they stop trusting, the workarounds they build and the moment they finally decide to clean up. What she finds shapes most of what Dedupely publishes.

Connect with Gaby on LinkedIn

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