Astrea Contact Lead Merge
Astrea Contact Lead Merge, merges identical Contacts of an Account and Separate Lead Records. It also helps in cleaning up duplicate Leads and Contacts. It allows user to select one Record as Master Record out of the two selected records. By default all values in the merged record are taken from Master record. User may use values of some fields from other record as needed. The “slave” record is deleted from Salesforce after a successful merge and user will redirect to merged record. NOTE:- Record can be related to contact or lead. But make it clear that it will not merge any contact with lead while it merges contact under particular account and Lead Records separately by taking two records at a time.
Top keywords
- record8×6.45%
- lead5×4.03%
- contact4×3.23%
- records4×3.23%
- merge3×2.42%
- user3×2.42%
- account2×1.61%
- contacts2×1.61%
- lead records2×1.61%
- master2×1.61%
- master record2×1.61%
- merged2×1.61%
Squivr ☁️ Relationship Map | Org Chart | Playbook | Action Plan | WSA
Squivr delivers Salesforce-native account planning, relationship management, and revenue intelligence built for modern revenue teams. Product Tiers: -ArcSight: Dynamic Org Charts, Relationship Maps, and Agentforce integration. Visualize stakeholder structures, influence, and buying authority at a glance. -ArcSuite: Everything in ArcSight plus ArcGroups for Stakeholder Group management, advanced Relationship Mapping, and enhanced Org Charts. -Account Planning Suite: Strategic Account Plans with WSA, SWOT, Workspaces, Action Plans, Playbooks, collaborative account planning for strategic sales. -Squivr Analytics Suite: Advanced analytics and visualization tools - Scorecards,Grid, Reports, Dashboards, cross-object reporting and data analytics. -Squivr Enterprise Suite: The complete Squivr platform, available on Salesforce AgentExchange. Squivr delivers visibility into stakeholders, buying groups, decision-makers, and visual relationship maps for sales cloud. Automate Salesforce account org charts to map stakeholder structures and roles. Manage relationship maps and advanced grid views that reveal influence and buying authority. Improve account planning, strategy, and revenue growth.
Top keywords
- account5×3.40%
- relationship5×3.40%
- planning4×2.72%
- account planning3×2.04%
- advanced3×2.04%
- analytics3×2.04%
- buying3×2.04%
- charts
