Ensure the Final Merged Record Maintains an Active Owner

Most CRMs lack an automated way to prioritize active owners during the merge process. You'd need to verify owner status manually for each merge operation.

However, Insycle's Merge Duplicates module has two options that enable you to prioritize an active owner.

First, you can add a Master rule under Step 4 to instruct Insycle to select the record from each group with an active owner as the master record.

Add a rule with the following parameters:

• Field: Record owner
• Condition: active user

Second, you could create a Field rule to retain the owner who is an active user.

Add a rule with the following parameters:

• Field: Record owner
• Criteria: From record where value
• Condition: active user

Learn more about efficiently merging duplicate records in your CRM.