From 44eeb809885e7025034abbf6cb02d43c66f4dcba Mon Sep 17 00:00:00 2001 From: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com> Date: Thu, 18 Sep 2025 07:37:39 -0500 Subject: [PATCH] Manage duplicate accounts (#33154) --- handbook/it-and-enablement/README.md | 20 -------------------- handbook/marketing/README.md | 17 +++++++++++++++++ handbook/marketing/marketing.rituals.yml | 13 +++++++++++-- 3 files changed, 28 insertions(+), 22 deletions(-) diff --git a/handbook/it-and-enablement/README.md b/handbook/it-and-enablement/README.md index 409944296e..007cf7de90 100644 --- a/handbook/it-and-enablement/README.md +++ b/handbook/it-and-enablement/README.md @@ -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. diff --git a/handbook/marketing/README.md b/handbook/marketing/README.md index 80cbb8ea19..2e918923d5 100644 --- a/handbook/marketing/README.md +++ b/handbook/marketing/README.md @@ -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). diff --git a/handbook/marketing/marketing.rituals.yml b/handbook/marketing/marketing.rituals.yml index 02b7278ce6..bc2abb7c58 100644 --- a/handbook/marketing/marketing.rituals.yml +++ b/handbook/marketing/marketing.rituals.yml @@ -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"