Supered Package for Koalify

Описание: 🚨Important: Install the Koalify app from the HubSpot marketplace before adding this package to your account.

Here's what this package does:

1. Creates a new dashboard called “Koalify 🐨 Zero Duplicates Dashboard”

2. Builds 14 reports to surface duplicate contacts and companies as they occur:
→ Text content - why do we care about duplicates 👀
→ Count of duplicate contacts
→ Count of duplicate companies
→ Duplicate companies by create date (monthly)
→ Duplicate contacts by create date (monthly)
→ Duplicate contacts by source
→ Duplicate companies by source
→ Duplicate companies by owner
→ Duplicate contacts by owner
→ Contacts by duplicate rule
→ Companies by duplicate rule
→ Contacts by duplicate property
→ Companies by duplicate property
→ Contacts by sorted by number of duplicates
→ Companies by sorted by number of duplicates

3. Adds 2 views to identify duplicate records
→ Koalify Duplicate Companies
→ Koalify Duplicate Contacts

3. Adds 2 workflows to merge duplicates in bulk
→ Koalify Merge Duplicate Companies
→ Koalify Merge Duplicate Contacts

5. Includes Supered cards to onboard and train users on best practices for managing duplicates in Koalify with HubSpot