Dealer socket gave the ability to pull deals from clients and transfer to another, leaving each customer file separate, then merge the duplicate deals.

If we have 2 deals under one customer I think it would make sense to have a simple merge option for those deals. The scenario I run into often times is that BDC has a deal started with the customer, then when they come in and work with a salesperson, the salesperson makes a new deal(as a showroom deal). Then that deal is the one that gets "sold" and we now have an internet deal that doesn't get properly tracked as sold, throwing off reports and stuff like that. The only current fix for this would be to manually change the showroom lead to an internet lead, but that still throws off the reports a little because it looks like we're getting more leads than we are but at least they're properly tracked as closed then.

So true! What is the point even suggesting there is a duplicate if there are no open deals you can't merge anyways. Seems like a simple enough fix.

Hi Tracey, thanks for the feedback! Can you give an example of two customers who are the same person, but don't show up as possible duplicates? Just want to make sure I understand what's causing this to happen.

Hey Tracey Trachta, thanks for your feedback! I have a few more questions for you: