Elgato_dark/fleet
1
0
Fork 0
mirror of https://github.com/fleetdm/fleet synced 2026-05-06 06:48:54 +00:00
Code Issues Projects Releases Packages Wiki Activity Actions 124

Manage duplicate accounts (#33154)

Browse source
This commit is contained in:
Sam Pfluger 2025-09-18 07:37:39 -05:00 committed by GitHub
parent 0b87656438
commit 44eeb80988
No known key found for this signature in database
GPG key ID: B5690EEEBB952194
3 changed files with 28 additions and 22 deletions
Show stats Download patch file Download diff file Expand all files Collapse all files

20
handbook/it-and-enablement/README.md
View file

@ -25,26 +25,6 @@ This page details processes specific to working [with](#contact-us) and [within]
The IT & Enablement department is directly responsible for solutions consulting, customer training curriculum, prospect enablement, and dogfooding, as well as the framework, schema, equipment, internal tooling, automation, and technology behind Fleet's Go-To-Market (GTM) systems, remote work, the handbook, issue templates, Zapier flows, Docusign templates, key spreadsheets, and project management tools.
### Manage duplicate accounts in CRM
1. Navigate to ["Ω Possible duplicate accounts" report](https://fleetdm.lightning.force.com/lightning/r/Report/00OUG000001FA1h2AG/view?queryScope=userFolders).
2. Verify that each potential duplicate account is indeed a duplicate of the account's it has been paired with.
3. Open duplicate accounts and compare duplicate accounts to select the best account to "Use as principal" (the account all other duplicates will be merged into). Consider the following:
- Is there an open opportunity on any of the accounts? If so, this is your "principal" account.
- Do any of the accounts not have contacts? If no contacts found on the account and no significant activity, delete the account.
- Do any of these accounts have activity that the others don't have (e.g. a rep sent an email or logged a call)? Be sure to preserve the maximum amount of historical activity on the principal account.
4. Click view duplicates, select all relevant accounts that appear. Click next.
5. Select the best and most up-to-date data to combine into the single principal account.
> Do *NOT* change account owners if you can help it during this process. For "non-sales-ready" accounts default to the Integrations Admin. If the account is owned by an active user, be sure they maintain ownership of the principal account.
6. YOU CAN NOT UNDO THIS NEXT PART! Click next, click merge.
7. Verify that the principal account details match exactly what is on LinkedIn. The end result should be as follows:
- LinkedIn company url
- Website
- Employees
### Register a domain for Fleet
Domain name registrations are handled through Namecheap. Access is managed via 1Password.

17
handbook/marketing/README.md
View file

@ -39,6 +39,23 @@ Fleet's Head of Marketing is directly responsible for the accuracy of event loca
2. Update the workbook with the latest location, dates, and CFP deadlines from the website.
### Manage duplicates in CRM
1. For accounts, navigate to the ["Ω Possible duplicate accounts" report](https://fleetdm.lightning.force.com/lightning/r/Report/00OUG000001FA1h2AG/view). For Contacts, navigate to the ["Ω Possible duplicate contacts" report](https://fleetdm.lightning.force.com/lightning/r/Report/00OUG000002qAoX2AU/view).
2. Verify that each potential duplicate record is indeed a duplicate of the record it has been paired with.
3. Open and compare the duplicate records to select the most up-to-date record to "Use as principal" (the record all other duplicates will be merged into). Consider the following:
- Is there an open opportunity on any of the records? If so, this is your "principal" account/contact.
- Do any of the accounts not have contacts? If no contacts found on the account and no significant activity, delete the account.
- Do any of these accounts/contacts have activity that the others don't have (e.g. a rep sent an email or logged a call)? Be sure to preserve the maximum amount of historical activity on the principal record.
4. Click "View duplicates", select all relevant records that appear. Click next.
5. Select the best and most up-to-date data to combine into the single principal account/contact.
> Do *NOT* change account owners if you can help it during this process. For "non-sales-ready" accounts default to the Integrations Admin. If the account is owned by an active user, be sure they maintain ownership of the principal account.
6. YOU CAN NOT UNDO THIS NEXT PART! Click next, click merge.
7. Verify that the principal record details match exactly what is on LinkedIn.
### Begin or modify an advertising campaign
Any new ads or changes to current running ads are approved in ["🦢🗣 Design review (:help-design)"](https://github.com/orgs/fleetdm/projects/93).

13
handbook/marketing/marketing.rituals.yml
View file

@ -30,7 +30,7 @@
moreInfoUrl: "https://fleetdm.com/handbook/marketing#optimize-ads-through-experimentation"
dri: "mikermcneil"
-
task: "Process pending swag requests from the website" # Title that will actually show in rituals table
task: "Process pending swag requests" # Title that will actually show in rituals table
startedOn: "2025-04-02" # Needs to align with frequency e.g. if frequency is every thrid Thursday startedOn === any third thursday
frequency: "Daily" # must be supported by
description: "Complete draft orders." # example of a longer thing: description: "[Prioritizing next sprint](https://fleetdm.com/handbook/company/communication)"
@ -114,4 +114,13 @@
autoIssue:
labels: [ ":help-marketing" ]
repo: "confidential"
-
task: "Manage duplicates in CRM"
startedOn: "2025-08-08"
frequency: "Daily"
description: "Daily, the Data & Video Specialist will clean up any duplicate accounts."
moreInfoUrl: "https://fleetdm.com/handbook/marketing#manage-dupicates-in-crm"
dri: "onasismunro"
autoIssue:
labels: [ ":help-marketing" ]
repo: "confidential"