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.
