Auto Merge 99% Matching Deals
gathering votes
R
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.
M
Mary Chan
Especially when they are a 99% match, only the zip code is 5 not 8
S
Sandy Smith
RIGHT!!!
J
Joel Lay
Shelby Parker 515 up votes and nothing has happened?
R
Robert Gomez
yes
L
Lasaro "Laz" Vasquez
Should be a very positive action
B
Bobby Pflugh
Even just phone number and email. Or just let a store set up auto merge rules. Auto merge if X, Y and/or Z are the same and allow us to select the criteria, over X%
T
Todd Earnest
yes
D
Devon Allen
Yes please
Mike C
I am losing deals to unethical sales people who add a new client with the same details. Vin solutions never allowed this to happen
J
John Mottes
yes please
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