Duplicate Lead Filter on Sidebar (Similar to Unread)
gathering votes
M
Megan Sutton
The option to sort out dupes only. Like the option to only see unread notifications, but for the lead bucket
C
Corey Davis
Not having the option to sort dupe leads is affecting our closing percentages and we can't get true closing % data
Drew Adler
gathering votes
Shelby Parker
Great to hear your perspective, Megan Sutton! I have a few more questions for you:
- Can you provide more details on how you currently identify duplicate leads in the system?
- What specific information do you consider when determining if a lead is a duplicate?
- How would you like the system to handle identified duplicate leads?
M
Megan Sutton
Shelby Parker The system automatically identifies all of this