Duplicate Lead Notification | Voters

Duplicate Lead Notification

Jared Horton

The duplicate lead notification should only come to the salesperson assigned to that customer. Currently, the only option for duplicate lead notifications actually alerts everyone in the store. That can make it confusing as to who needs to pay attention and respond. It would also benefit the assigned salesperson to get the duplicate lead notification, only to them, so they can reach out expeditiously.

Shelby Parker

Thanks for flagging this, Jared Horton — totally hear you on how store-wide duplicate lead alerts can create confusion and slow down follow-up. This is really helpful context, and I’m sharing it with the team so we can review options for notifying only the assigned salesperson. If we need any additional details from your setup to evaluate it properly, I’ll follow up.

Sean Chase

NEEEDED AND WHY WOULD YOU THINK A CUSTOMER IS NOT IMPORTANT THE 2ND LEAD IS EVEN MORE IMPORTANT