The meaning of the traffic light symbol in DataQuality
The smart application snapADDY DataQuality uses artificial intelligence to detect phonetic similarities or commonalities of data records in your CRM.
Using a traffic light system, you can see whether a data record already exists in the CRM, update or add the corresponding data, or merge two data records together. In this way, you ensure that all data is up-to-date, complete, but not duplicated in your CRM.
The fields that are included in the default duplicate check can differ, depending on the CRM system you are using.
Generally speaking we support a duplicate check for the main entities in the common CRM systems such as Lead, Contact and Account.
Which fields are included in the default duplicate check?
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Lead/Contact: first name, last name, email address
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Account/Organisation: company name, website domain
Is it possible to adapt the duplicate check rules?
The integrated duplicate check can be individually adapted to your own search and evaluation criteria or user-defined entities. If you want to have a custom duplicate check for your CRM, please contact us at support@snapaddy.com or via your Customer Success Manager.