Availability: Beta testing.
Clean up duplicates in bulk
Review potential duplicates in separate People and Companies queues. Choose the records to keep and approve multiple groups for merging together. Mark records that should stay separate as not duplicates.
Assess matches with AI
Use AI scoring to help decide which matches are ready to merge and which need a closer look. Compare supporting details and conflicting information before making your choice. You approve the merges.
Use custom matching rules
Create custom matching rules using fields from your CRM to fit the way your team identifies People and Companies.
For example, match Companies with similar names only when their headquarters country also matches.