Duplicate Dashboard for Bulk Review
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Hannah Elliott
When someone ignores the possible duplicates, it clears it from showing up at the top of the customer card unless you go into the dropdown and search duplicates. It is too time consuming to check this for every customer we review. A lot of duplicates get ignored if someone isn't sure or if a salesperson doesn't want to risk splitting a deal.....
It would be very helpful to keep our data clean to have a feature that would allow us to see a list of all possible duplicates so we can review them in bulk. Our previous CRM had this feature and it was something that we cleaned up very often.
A
Alex Weidenbenner
Merged in a post:
Mass PossibleDuplicate Clearing
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James Eung
We get AutoTrader leads when re-pricing a vehicle called "Price Drop". This sends alerts all AutoTrader leads but also creates a new lead on our end with Possible Duplicate status. We do these re-prices weekly and can be tedious to go through 80+ duplicates to merge. Is there a way to create a task instead or mass merge?
Shelby Parker
Thanks for flagging this, James Eung — totally hear you on how tedious it is to sift through 80+ “Possible Duplicate” leads every week after those AutoTrader “Price Drop” re-prices. This is really helpful context, and I’m looping it into our review with the team to explore options like creating a task instead and/or a bulk merge/clear flow. If you’re able to share a quick screenshot or a couple example leads (with any sensitive info removed), that’d help us validate what’s happening and think through the best approach.
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Linsay Williams
I would also like to see this report, so our duplicates are taken care of weekly or daily. Thanks
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Alex Weidenbenner
Merged in a post:
Duplicates
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John Lemke
Can there be a potential duplicates report made to easily find and merge duplicates instead of finding them as you go.
D
Devin Bodily
Objective:
To streamline the process of identifying and managing duplicate accounts within the CRM system, enhancing both the user and customer experience.
Feature Description:
Centralized Search Page: Implement a dedicated page within the CRM system where management can access all accounts flagged as duplicates.
Advanced Search Filters: Provide the ability to apply various filters, such as sales/service type, creation date, and last modified date, to pinpoint and effectively resolve any duplicate issues.
Benefits:
Improved Efficiency: Management can save time by accessing and managing duplicates from a single interface.
Enhanced Data Accuracy: Regular clean-ups enabled by this feature will lead to more reliable data for reporting and analytics.
Better Customer Experience: Reducing duplicates helps maintain accurate customer information, fostering better communication and service delivery.
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Jacob Coleman
Merged in a post:
List of Duplicate Leads
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Devin Walker
Can we please create a report or way to view all leads that have potential duplicates so that we can clean it up and organize it. Thanks
Shelby Parker
Great to hear your perspective, Devin Walker! I have a few more questions for you:
- What criteria should be used to identify potential duplicate leads?
- How frequently would you like this report to be generated or updated?
- Are there specific fields or data points that should be included in the duplicate leads report?
Michele McCoy
Merged in a post:
Real-Time Duplicate Lead Notification – View in Today's Lead Tab
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Tony Gomez
When a duplicate lead comes in, we currently get a mention, but once someone clicks on it, it disappears completely. I’d like duplicate leads to remain visible in the leads for the day, just like new ones. Often, these customers were shopping months ago and have now re-engaged, but once the duplicate is clicked, it’s gone, making it difficult to track. The person who clicked may or may not have followed up, and no one else can see it. We need better checks and balances on duplicate leads. If I can’t easily find and review them daily, we need to add that capability.
Shelby Parker
Hey Tony Gomez, thanks for your feedback! I have a few more questions for you:
- How often do duplicate leads re-engage after several months, and how critical is it to track these leads separately from new ones?
- What specific information or indicators would you find most useful to have visible for duplicate leads in the daily leads tab?
- Are there any specific scenarios or examples where missing a duplicate lead has impacted your follow-up process or sales outcomes?
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Devin Bodily
Shelby Parker Hope this helps answer your questions.
- It's common to find another account/profile that may have some slight changes that is reengaged customer.
- A dedicated page or function that shows all flagged duplicates in DriveCentric with filters. (Example: Creation time frame, duplicate %)
- Duplicate profiles, multiple sales people, duplicate efforts, separate conversations, poor customer experience.
Michele McCoy
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