Clientell AI

Find & Merge Duplicates

Use Cases:

    Analyze DataData Management

    Prompt

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

    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

    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
    ~1 min

    Spot Stale Deals

    Find opps stuck in the same stage too long.

    “Show all open Opportunities that haven't changed Stage in over 30 days, sorted by Amount descending.”

    Stale Pipeline
    No stage change
    Acme Corp — Renewal$120K62d
    Globex — Enterprise$89K45d
    Initech — Expansion$67K38d
    Wayne Ent — Pilot$55K31d
    12 stale opps$1.8M at risk