With accounts, Freddy gives you two kinds of insights:
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 your web application by the name “Widgets.io”, Freddy will suggest it as a duplicate since it might be a spelling error.
Similarly, if Jane enters the web application as a contact with the email address “email@example.com”, 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
Duplicates are detected by analyzing and matching on above fields with the primary record. Duplicates pills on the Summary View help you quickly identify duplicates in the CRM.
Click on the pills to land on the Freddy AI Insights section. Matching records are ranked in descending order of relevance as duplicates.
You can perform the following actions on the duplicates:
Merge: You can merge the two accounts into a single record
Assign to: You can assign the duplicate account to the appropriate sales rep
Delete: You can delete the duplicate account from the web application
Remove from duplicates: If you think this is not really a duplicate, you can remove it from the list by clicking Not a duplicate?
Related to account: You can make it a related contact of the account
Edit all fields: You can edit the contact if required
Assign to: You can assign the contact to the appropriate person, if required
Delete: You can delete the contact from the web application
Remove from duplicates: If you think this is not a duplicate, you can remove it from the list
You can also view possible connections of the contact in the CRM using the connections pill on the Summary View.
Click the connections pill to land on the Freddy AI Insights section with the possible connections listed.