Keep your Account Engagement business unit’s data clean and accurate
by merging duplicate prospect records in Optimizer.
Required Editions
| Available in: All Account Engagement editions that allow
multiple prospects with the same email address |
| User Permissions
Needed |
| To find duplicate prospect records: |
Account Engagement Administrator role or a
custom Account Engagement role with these user permissions: View
Optimizer, Prospect > View prospects not assigned to self |
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Open Optimizer.
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In Account Engagement, select Admin and
then select Optimizer.
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In the Lightning app, select Account Engagement Settings and
then select Optimizer.
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Under Maintenance Resources, click Review Duplicate
Prospects.
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Use the action menu to review prospects in your business unit or in the Recycle Bin. On
the Duplicate Prospects page, click
next to the prospect email address, and then select either Review
Prospects or Review Prospects In Recycle Bin.
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If you have multiple prospects with the same email address, select and merge them using
table actions.
