For example we pipe people from our website into PD bases on a questionnaure. If they decide to resubmit their info another time, PD creates a duplicate deal/person/org. I would love to have the options to merge deals if the email is the same.

 

This becomes a problem because I think use zapier to pipe into Klaviyo for email marketing purposes and then am stuck with the problem of duplicate leads getting added to the same sequences.