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admin_functionality:across_entity

Accross Entity


  • Cross compare data within an entity or across entities for:
    • Prevention – Avoids duplicate creation when a lead is converted to an opportunity/account/contact
    • Completeness – Fills data from the Lead to the Account or Contact
    • Integration – Ensures preventable duplicates are not introduced by marketing automation solutions
    • Cross comparison:
      • Within Account, Contact or Lead entities, so that CRM view A (e.g. existing records) can be compared to CRM view B (e.g. newly imported records) to identify and Master your CRM records
      • Across records from Leads to Accounts, or Leads to Contacts for a more accurate and complete “Master Record”. This Powerful capability avoids duplicate records being added during the Dynamics Lead to Opportunity and Account/Contact conversion process
admin_functionality/across_entity.txt · Last modified: 2019/10/23 13:51 by conor.doyle