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How can I check if a person is already in the CRM or listed in the ICP Finder?
How can I check if a person is already in the CRM or listed in the ICP Finder?
Updated over 2 months ago

Surfe automatically verifies whether companies or contacts already exist in your CRM. By hovering over a record, you can see the owner of the entry, helping you avoid duplicate prospecting efforts.

You can easily identify if a contact is in your CRM by looking for the CRM symbol displayed next to their name.

If one of the records exists in your CRM you can select an option to update it with the recent information you find in Search.

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