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Chris_Willis1
User Group Leader
User Group Leader
October 13, 2026
New

Enable "Merge Leads" capability via Callable Agent

As a marketing operations manager, I want to de-dupe my database when a duplicate record is identified via CRM sync by merging the identified record with duplicates in the database, and leveraging rules prompted in a callable agent to determine.

  • Winner/loser criteria based on create date, last modified date, last marketing touch in the activity log, etc. 
  • Rules for competing scores and/or lifecycle stages
  • Concatenation rules (combining notes) for merged records.