With accounts, Freddy gives you two kinds of insights:

1. Duplicate accounts

2. Leads and contacts that might be related to the same account

For example, if you are handling an account called “Widgetz.io” and there is another account in the CRM by the name “Widgets.io”, Freddy will suggest it as a duplicate since it might be a spelling error.

Similarly, if Jane enters the CRM as a lead or contact with the email address “[email protected]”, Freddy will suggest that Jane is related to the account because of the email domain in her email address.

Freddy picks up these duplicates using the following fields:

• Company or Account name

• Website domain

• Email domain

You can perform the following actions on the duplicates:

• Accounts:

  • Merge: You can merge the two accounts into a single record

  • Edit all fields: You can edit the duplicate account to turn it into a parent or child account, if applicable

  • Assign to: You can assign the duplicate account to the appropriate sales rep

  • Delete: You can delete the duplicate account from the system

  • Remove from duplicates: If you think this is not really a duplicate, you can remove it from the list

• Leads and Contacts:

  • Relate to account: You can make it a related contact of the account 

  • Edit all fields: You can edit the lead or contact if required

  • Assign to: You can assign the lead or contact to the appropriate person, if required

  • Delete: You can delete the lead or contact from the system

  • Remove from duplicates: If you think this is not really a duplicate, you can remove it from the list

If you would like to send us feedback about this feature, write in to [email protected].