{"id":"revops-duplicate-lead-handling-rules-qa","audience":"revops","category":"sales-work","technique":"examples","track":"sales","level":"beginner","title":"Write a 3-question FAQ on handling duplicate leads","free":false,"task":"Write an FAQ for SDRs with exactly 3 pairs. Each is \"Q: ...\" on one line and \"A: ...\" on the next, with the answer under 20 words. Cover, in order: which record to keep, what to do with the other record, and what to do if the two records have different owners. Use the current rules only. Plain text, no bold.","materialLabel":"Duplicate handling rules (attached to your prompt automatically)","material":"DUPLICATE LEAD RULES (RevOps, effective Oct 2026)\n\n- Keep the record with the most recent activity date. If activity dates tie, keep the older created record.\n- Merge the other record into the kept record using the CRM Merge button; do not delete records by hand. Merging keeps both activity histories.\n- If the two records have different owners, the owner of the kept record wins. The owner of the merged-away record is notified automatically in Slack.\n- If either record is tied to an open opportunity, do not merge; send both records to #revops-help.\n- Merges cannot be undone; check the match before merging.\n\nOLD RULES (retired Sept 2026): keep the older record; delete the newer; owner of the older record wins.\n\nAudience: SDRs, first month.","rules":[{"type":"plainText"},{"type":"maxWords","max":130}],"mistakes":[{"title":"Using the old rules","why":"The AI says keep the older and delete the newer.","fix":"Add: \"Use the current rules only; the Sept 2026 rules are retired.\"","checks":["r1","r2"]},{"title":"Skipping the Merge button","why":"The AI says to delete the duplicate.","fix":"Add: \"Use the CRM Merge button; don't delete by hand.\"","checks":["r1"]},{"title":"Wrong order or count","why":"The AI adds extra questions.","fix":"Add: \"Exactly 3 pairs in this order.\"","checks":["r0"]},{"title":"Long answers","why":"The AI writes paragraphs.","fix":"Add: \"Each answer under 20 words, plain text.\"","checks":["plainText","maxWords"]}],"promptHints":[{"label":"Sets Q/A format","patterns":["q:","a:"]},{"label":"Fixes 3 pairs and order","patterns":["3 pairs","three","in order"]},{"label":"Uses the current rules","patterns":["current","retired","2026"]},{"label":"Mentions the Merge button","patterns":["merge"]},{"label":"Limits answer length","patterns":["under 20","\\d+\\s*words"]}],"hint":"Give the Q/A format, the three topics in order and say the old rules are retired.","rubricLabels":["Has exactly 3 Q:/A: pairs in the order which record to keep, what to do with the other, and different owners","The answers say to keep the record with the most recent activity (older created record on a tie), to merge with the CRM Merge button instead of deleting, and that the kept record's owner wins","No answer uses the retired rules (keep the older record or delete the newer), and each answer is under 20 words"]}