People Menu - Revision history

Ashley DeBon: /* Find New Leads (New web) */

2026-07-24T15:29:45Z

‎Find New Leads (New web)

Ashley DeBon: /* Find New Leads (New web) */

2026-07-24T15:29:16Z

‎Find New Leads (New web)

Ashley DeBon: /* Find New Leads (New web) */

2026-07-24T15:28:55Z

‎Find New Leads (New web)

Ashley DeBon at 14:56, 24 July 2026

2026-07-24T14:56:56Z

Ashley DeBon: /* Find and Merge Duplicate Account (New web) */

2026-07-24T14:13:37Z

‎Find and Merge Duplicate Account (New web)

Ashley DeBon: /* Find and Merge Duplicate Account (New web) */

2026-07-24T14:13:04Z

‎Find and Merge Duplicate Account (New web)

Ashley DeBon at 13:00, 24 July 2026

2026-07-24T13:00:51Z

Ashley DeBon: /* Routes (New web) */

2026-07-24T12:44:54Z

‎Routes (New web)

Ashley DeBon: /* Accounts (New web) */

2026-07-24T12:25:06Z

‎Accounts (New web)

Ashley DeBon at 05:06, 24 July 2026

2026-07-24T05:06:46Z

@@ Line 20: / Line 20: @@
 More Info: [[Find New Leads (New web)]]
-[[File:FindNewLeads.png|350px|thumb|Find New Leads]]
 <div style="clear:both;"></div>

@@ Line 21: / Line 21: @@
 More Info: [[Find New Leads (New web)]]
 [[File:FindNewLeads.png|350px|thumb|Find New Leads]]
 == [[Routes (New web)]] ==

@@ Line 13: / Line 13: @@
 == [[Find New Leads (New web)]] ==
 More Info: [[Find New Leads (New web)]]
 [[File:FindNewLeads.png|350px|thumb|Find New Leads]]
 == [[Routes (New web)]] ==

← Older revision		Revision as of 14:56, 24 July 2026
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	<div style="clear:both;"></div>		<div style="clear:both;"></div>
		+
		+	== [[Find New Leads (New web)]] ==
		+
		+	More Info: [[Find New Leads (New web)]]
		+	[[File:FindNewLeads.png\|350px\|thumb\|Find New Leads]]
		+

	== [[Routes (New web)]] ==		== [[Routes (New web)]] ==

@@ Line 36: / Line 36: @@
 More Info: [[Find and Merge Duplicate Account (New web)]]
-[[File:BusinessCards.png|350px|thumb|Find and Merge Duplicate Account]]
+[[File:FindMergeDuplicates.png|350px|thumb|Find & Merge Duplicate Accounts]]
 <div style="clear:both;"></div>

@@ Line 18: / Line 18: @@
 More Info: [[Routes (New web)]]
 [[File:RoutesList.png|350px|thumb|Routes]]
 <div style="clear:both;"></div>

@@ Line 8: / Line 8: @@
 More Info: [[Accounts (New web)]]
+[[File:AccountsList.png|350px|thumb|Accounts View]]
 <div style="clear:both;"></div>
 == [[Routes (New web)]] ==

← Older revision		Revision as of 05:06, 24 July 2026
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	[[File:AccountsIndex.png\|350px\|thumb\|Accounts]]		[[File:AccountsIndex.png\|350px\|thumb\|Accounts]]
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		+	<div style="clear:both;"></div>
		+
		+
		+	== [[Routes (New web)]] ==
		+
		+	Named visit plans with an ordered list of accounts or contacts assigned to one or more reps. Supports map drawing, reordering stops, viewing, editing, and PDF print lists. Routes can also be created from Accounts map selection or more-actions. Login required. Managers can filter by user, assign multiple users, and manage routes more broadly. Reps typically work with their own routes. Example: Manager builds North Tuesday route, assigns reps; reps open the route, optimize stop order on the map, and print a PDF for the day. Key filters: users, show inactive users, sort by date or route name, created date range. Related: built from Accounts/Contacts selections; contact search can filter by route. Separate from Map Places. Key screens: /route/, /route/new/, /route/edit/id/, /route/view/id/, map and save endpoints, PDF list.
		+
		+	More Info: [[Routes (New web)]]
		+
		+	[[File:Routes.png\|350px\|thumb\|Routes]]
		+
		+	<div style="clear:both;"></div>
		+
		+
		+	== [[Find and Merge Duplicate Account (New web)]] ==
		+
		+	Menu may show as Find & Merge Duplicate Accounts. Older label Duplicates 2.0 may still appear in Quick Links. Finds duplicate contact or account records using company-selected match rules, then lets users merge, bulk merge, mark never merge, remove a pair, or export. Merge keeps the chosen master record and moves related phones, calls, follow-ups, emails, and other linked data onto it. Analysis can run as a background scheduled scan. Login required at the page level. Menu visibility may still be limited to managers by company menu settings. Example: Ops enables company name and phone matching, runs analysis, and merges duplicate Acme LLC records into one account while keeping the best address and phone. Key options: match on company name, company address, company phone, company email, contact phone, contact email, account number, contact number. Filters can lock while a scan is running. Pagination applies to results. Related: cleans the same Contact records used by Accounts/Contacts and Routes. Complements import duplicate prevention. Separate from Tools-side people conversion merge tools.
		+
		+	More Info: [[Find and Merge Duplicate Account (New web)]]
		+
		+	[[File:DuplicateAccount.png\|350px\|thumb\|Find and Merge Duplicate Account]]

	<div style="clear:both;"></div>		<div style="clear:both;"></div>