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
Hey ashlyn, thanks for your feedback! I have a few more questions for you:
- How frequently do duplicate leads occur, and how are they currently identified?
- What specific information would you like to see in the report for duplicate leads?
- Are there any specific criteria or conditions that define a lead as a duplicate in your process?