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Preserving Specific Values when Merging

LeanData Tips and Tricks thumbnail for a video on preserving specific values in merging

When merging duplicate records, you might typically prefer values from the newer record. But sometimes there are specific fields and values you prefer from the older record. Here is one way you can ensure those values are preserved on the master record.

LeanData Tips and Tricks videos are short videos to walk you through how to set up specific use cases. These are great to learn new ways to leverage LeanData that you might not have thought of! Explore more Tips and Tricks videos for more ideas.

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  • Lead Management
  • Operations
  • Revenue Orchestration
  • Tips & Tricks

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