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Confirm a Suggested CRM Match in the AI Relationship Research Graph
Confirm or reject a suggested match between a discovered entity and an existing CRM record when AI Relationship Research identifies a potential link.
If a node has a link icon, AI Relationship Research has identified a potential match between a discovered entity and an existing CRM record. The match is pending your confirmation.
- Click the node to open the Entity Details panel.
- Review the suggested match details.
- Click Confirm to accept the match, or Cancel to reject it.
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