Find & Merge Duplicates

Analyze DataData Management

Prompt

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

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”

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.”

~1 min

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.”