An Audit feature will be delivered in the next release of Workbooks. You will be able to see and report on what has changed on records e.g. If opportunity value, stage, or other fields have changed

The Audit functionality has now been added to the product. It is a extra module which can be added to your account. Existing customers can have audit added to their account for the remainder of their contract free of charge. They will be charged at renewal time for the extra fees.

When importing leads the match option can be selected. Matching on email address will prevent duplicates. Additionally, when you convert a lead you are presented with a screen asking which objects (Person, Organisation, Opportunity) you wish to create. If a similar Person or Organisation already exists they will be displayed in the “duplicate” list.
Having said that, we are aware of the requirement to merge records. Typos, and the human factor will always have potential to allow duplicates to be created. When this happens a merge would be very handy to merge notes, emails etc onto one record.

We are implementing a Process Engine solution to deliver similar functionality in a flexible solution. It will be targeted at Sales Lead and People de-duplication.
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