Duplicate lead if the phone number is the same
D
Don Creech
If a lead comes in and the phone number that is attached is already on an open file it should automatically generate as a possible dupe
Shelby Parker
Hello Don Creech! I have a few more questions for you:
- What should happen if the duplicate lead is identified? Should it be merged with the existing lead or flagged for review?
- Are there any specific criteria or exceptions for when a lead should not be considered a duplicate, even if the phone number matches?
- How should the system notify users about the potential duplicate lead? Is there a preferred method of notification?