Review child opportunities before consolidating the lead
Synthetic leads L-98 and L-99 are confirmed copies of contact C-31. L-98 owns a data-export opportunity, while L-99 owns a support-renewal opportunity. Merge the identity to C-31 and move both opportunity links, preserving their stages and owners. A third opportunity is another record of the same data-export buying decision; review that duplicate separately using scope and customer decision evidence.
| Child record | Buying decision | State / owner | Merge treatment |
|---|---|---|---|
| O-EXPORT | Data export request D-8 | Scope discussion / Ren | Preserve under C-31 |
| O-SUPPORT | Support renewal D-9 | Awaiting response / Lee | Preserve separately |
| O-EXPORT-COPY | Possible D-8 duplicate | Draft / Lee | Review decision identity first |
Consolidate the person, then review duplicate decisions
- Confirm duplicate contact identity
- List all linked opportunities
- Preserve distinct buying decisions
- Review only suspected opportunity duplicates
Conflicting active quotes must remain visible; do not choose the higher stage as the surviving truth.
After removing the confirmed O-EXPORT-COPY duplicate, how many buying decisions remain?
Show the worked answer
Two: export D-8 and support renewal D-9. A single merged contact can still have both.
This is a business-entity decision, not a bulk-import or idempotency recipe. Do not claim duplicate opportunities without evidence that they represent the same purchase.