Lead identity and consolidation
Resolve shared contacts, conflicting matches and child opportunity relationships.
Separate contacts who share one company inbox
Treat an inbox as a communication endpoint and check the people and organisations behind it.
Review bilingual company-name variants before merging leads
Use a confirmed organisation relationship rather than treating similar names as automatic aliases.
Resolve conflicting customer references in a lead match
Hold an ambiguous match when different identity evidence points to different accounts.
Merge duplicate leads without merging separate opportunities
Consolidate confirmed duplicate identities while keeping different buying decisions distinct.
Preserve sales activity meaning during a lead merge
Keep event time, original author and buying-decision links when combining activity history.