Copilot finds and cleans parties

What moves

Copilot searches, creates and updates parties and, after confirmation, merges and imports.

Before you start

• AI Copilot in your plan
• An AI provider set up

Step by step

1. Account executiveAI Copilot

   Asks whether a company is already a customer.

   You see:Copilot answers from the register.

Related

• AI Copilot
• Contacts & Partners
• Copilot finds and runs reports
• Copilot helps with learning
• Copilot manages recognition
• A heavy user hits the limit and an admin raises it
• A manager assigns work through the Copilot and the colleague is told
• Connections between modules