Circle USP - Manual Review Process
Review Queue
Batch Actions
Review Settings
23
High Priority
45
Medium Priority
21
Low Priority
156
Reviewed Today
87%
MATCH
High Priority
REV-2024-1247
Potential Duplicate Account - TechCorp Solutions
AI Analysis
Company names match 87% similarity (TechCorp Solutions vs TechCorp Inc)
Same CEO name and phone number detected
Address differs by suite number only
Incoming Data (ZoomInfo)
Company Name:
TechCorp Solutions
Address:
123 Main St, Suite 400
Phone:
(555) 123-4567
CEO:
John Smith
Employees:
150
Revenue:
$25M
Existing Account
Company Name:
TechCorp Inc
Address:
123 Main St, Suite 200
Phone:
(555) 123-4567
CEO:
John Smith
Employees:
120
Revenue:
$18M
Skip Review
Merge Accounts
Mark as Duplicate
Create Separate Account
76%
CONF
Medium Priority
REV-2024-1248
Territory Assignment Conflict - ManufacturePlus West
AI Analysis
Geographic rules assign to Sarah Martinez (West Coast)
Possible subsidiary of existing account managed by David Rodriguez
Maintaining account relationship may improve customer satisfaction
New Account Details
Company:
ManufacturePlus West
Location:
Los Angeles, CA
Territory Rule:
West Coast → Sarah Martinez
Revenue:
$12M annually
Related Account
Parent Company:
ManufacturePlus Inc
Current Rep:
David Rodriguez
Relationship:
Parent Company (87% match)
Account Value:
$180K annually
Skip Review
Follow Geographic Rule
Assign to David Rodriguez
Reviewed
REV-2024-1246
Data Quality Issue - Missing ZIP Code - ✓ Resolved
Resolution:
ZIP code automatically populated using city/state lookup. Account successfully assigned to Jessica Park based on San Jose territory rules.
Reviewed by: Territory Manager • 15 minutes ago
Review Progress
Today's Reviews
156 / 200
This Week
892 / 1,200
Success Rate
94.2%
Review Team
Territory Manager
Online
47 reviews completed today
Sales Manager
Online
32 reviews completed today
Operations Lead
Away
12 reviews completed today
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