Clientell AI

Clean Up Stale Records

Use Cases:

    Analyze DataData Management

    Prompt

    Find all Leads with Status = 'Open' not modified in 6+ months, and all Contacts with no Activity in the last year.

    Related use cases

    Audit Your Lead Conversions

    See which reps convert best and where leads stall.

    “Break down leads created in the past 1 year into Converted vs Unconverted and show conversion rate. Also give me a conversion rate by lead owner”

    Lead ConversionPast 12 months
    1,240 leads32%
    397 converted843 unconverted
    By Owner
    Sarah K.
    45%
    James R.
    31%
    Mike T.
    22%
    1,240 leads analyzed
    ~1 min

    Find & Merge Duplicates

    Spot duplicate Accounts or Contacts with merge suggestions.

    “Find all duplicate Accounts by matching Name and BillingCity, and show merge candidates with record counts.”

    Duplicates FoundAccount
    Record A
    Acme Corporation
    San Francisco, CA
    Record B
    Acme Corp
    San Francisco, CA
    Merge
    12 duplicatesName + City match

    Reassign Record Ownership

    Bulk change owners on Leads, Accounts, or Opps by criteria.

    “Reassign all Leads with Status = 'Open' in the 'Unassigned' queue to reps based on the State field.”

    Reassign Ownership
    Unassigned Queue
    42 leads
    SK
    CA
    14
    JR
    NY
    18
    MT
    TX
    10
    By State · 42 leads reassigned