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
Open Optimizer.
In Account Engagement, select Admin and
then select Optimizer.
In the Lightning app, select Account Engagement Settings and
then select Optimizer.
Under Maintenance Resources, click Review Duplicate
Prospects.
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.
If you have multiple prospects with the same email address, select and merge them using
table actions.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
