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CDM - How to run contact duplicate identification for contacts associated to specific types of accou — Cloud Customer Connect
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CDM - How to run contact duplicate identification for contacts associated to specific types of accou

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edited Dec 14, 2020 6:19PM in Sales 5 comments

Summary

CDM - How to run contact duplicate identification for contacts associated to specific types of accounts?

Content

There are multiple BUs data in our current Cx sales instance. I am trying to run the contact duplicate identification for one BU. For that, I need to select Only contacts associated to specifc 'TYPE' of account (custom type value and not prospects or customers). Tried to use usage filter rules without much success. Any ideas how this can be achieved?

Version

20d cx sales and b2b service

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