Preserving Specific Values when Merging

Embed Video Preview

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.

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

Related Resources

Welcome to the LeanData Resource Center. We hope you will
find content interesting to read, watch and share.

REPORT INSIGHTS: Cracking the Code of GTM Efficiency in 2024

Learn how hundreds of B2B go-to-market leaders are shifting to opportunity-based selling, overcoming revenue process breakdowns, and using AI to streamline SDR functions.