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When merging records, which of the following is TRUE?

A. The lead selected by the user will remain.
B. The lead in CRM will win.
C. The lead with the last updated date will remain.
D. The lead with the earliest created date will remain.

User Avi Marcus
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1 Answer

3 votes

Final answer:

The TRUE statement when merging records is typically that the lead selected by the user will remain, as many CRM systems allow users to choose the primary record during the merge process.

Step-by-step explanation:

When merging records, the statement that is TRUE can vary depending on the specific CRM system or its configuration. However, commonly, the record that is retained is not based on a system-wide rule such as last updated date or earliest created date. Often, the user has the discretion to decide which record to keep based on the accuracy of the data it contains or other considerations. Therefore, option A, 'The lead selected by the user will remain,' is typically the most accurate answer. In most CRMs, users are given a choice to select which record should be considered the primary one to preserve during the merge process.

User TheBlueCat
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