Duplicate lead
a
ashlyn
Leads that stay open for long term follow up but the customer puts in A duplicate lead, can we have a list or report available for all duplicate leads that come in as they do not currently show up under " leads" for the current month even if they just re engaged with us by putting in a lead.
Shelby Parker
Great to hear your perspective, ashlyn! I have a few more questions for you:
- How frequently do duplicate leads occur in your system?
- What specific criteria should be used to identify a lead as a duplicate?
- Would you prefer the duplicate leads report to be generated automatically or manually?