Auto Merge 99% Matching Deals
gathering votes
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Rawlett Miranda
If delivered customer profiles match name, phone number and address. It would save a lot of time if the system could detect and match those areas, and if they do then automatically merge the accounts. We would only manually merge delivered accounts if they do not match.
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Dan Tenneson
Or if the information (Name, Phone number, email) matches, it should automatically merge. Many unethical salespeople ignore the duplicate lead notification and complete deals, and the person originally selling the customer is left out, even after notifying a manager of the duplicate.
Jonathan Schultz
gathering votes
Shelby Parker
Hello Rawlett Miranda! I have a few more questions for you:
- What criteria would you consider as a 'match' for customer profiles to be merged automatically?
- What specific information should the system prioritize when determining if two profiles should be merged?
- How would you like the system to handle potential false positives in automatic merging?
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Rawlett Miranda
Shelby Parker The system already detects similar Name, Phone Number, Address, and lists it as 99%. It should ideally just automatically merge those delivered deals. It should prioritize those 3 items first, as well as possibly matching sold VINs. As far as false positives, anything under 90% should be manually merged and cleared.