Trimmr includes the ability to mass convert duplicate leads to existing contacts or accounts. Similar to mass merge, all duplicate groups are assigned a match confidence score of between 1-100. The higher the score, the higher the probability that the lead records inside the group are genuine duplicates to the existing contacts.


Read more:
Creating cross-object dataset

 

To run a mass convert task, select the MASS CONVERT button from the duplicate group list view.


 

In the displayed window, drag bar to select the minimum match confidence level to use as a basis for the mass convert. 


Field value rule selected in the dataset settings will be applied on mass convert.


Read more about creating your own convert rules
Field value rules


Finally, press the CONVERT ALL button to begin conversion.


Tip: We recommend that you work with Trimmr for some time before using Mass Convert.