My client submitted my intake form more than once and I see duplicate businesses. Which one should I use?

This usually happens when a client fills in the form a few times, for example after getting interrupted. Open each entry from your Businesses tab and work from the most complete one, since it has the most data and documents behind it. Copy across anything the other entries have that is missing, such as an extra bank statement, then delete or simply ignore the extras so they do not confuse your pipeline (see "How do I delete a deal, a test business, or close my account?" for how deleting works). Before you run matchmaking, check that key fields like the business start date and the owner's details are filled in, because missing details can limit your lender matches.