Section 2B: Shaping & Maintaining Your Data

Last updated: April 25, 2026

Content Type: How-To

2.4 Merge duplicate accounts

Duplicates appear when the same company is created under different domains or names. Here's how to clean them up.

Find and merge via the agent

"Find and list any duplicate accounts in my CRM"

Currently, the agent is not able to consolidate records and delete the duplicate. Users have to delete the redundant ones manually

Prevent duplicates going forward

  • Always include a website URL when creating accounts manually — this is Lightfield's primary deduplication key.

  • When importing via CSV, include a domain column so Lightfield can match against existing records.

Common causes: the same company emails from two domains (e.g., company.com and company.io), or a manual account was created before the email sync picked up the same company.

2.5 Add custom fields to records

Lightfield ships with default fields for accounts, contacts, and opportunities. You can add your own to track anything specific to your business.

Via the agent

"Add a currency field to opportunities called 'Contract Value'""Create a single-select field on accounts called 'Region' with options: North America, EMEA, APAC"

Via Settings

Settings → Data model → select the object type → + Add field → name it, choose a type, optionally add an AI prompt → Save.

Field types: Text, Number, Currency, Date, Single-select, Multi-select, Checkbox, URL, Email, Phone.

AI auto-fill

Any field can include an AI prompt that tells Lightfield how to populate it from meetings and emails. Examples:

  • "Listen for the number of seats the customer wants to purchase"

  • "Capture the prospect's current CRM based on what they mention in meetings"

When Lightfield detects relevant information, it suggests an update — or applies it automatically, depending on your settings.

2.6 Update field values in bulk

You can update fields across many records at once using the agent — no need to click into each record individually.

Via the agent

  • "Set the Industry field to 'SaaS' for all accounts in my pipeline"

  • "Update the stage to 'Closed Lost' for all opportunities with no activity in the past 90 days"

  • "Find all contacts missing a phone number and flag them for review"

The agent shows you a draft of the changes before applying them.

Via CSV

Export your records ("Export all my opportunities to a CSV"), edit in a spreadsheet, then re-import using the chat import flow.

Via Python

For advanced bulk operations, open the agent and describe what you want in code terms — it will write and run the script. See 4.5 for more on Python analysis.