Duplicate Leads
gathering votes
A
Ashlyn Peters
I'm looking for a tool or filter in the CRM that identifies customers who have submitted duplicate leads over time, especially those whose original lead was in a prior month but have recently re-engaged.
These leads often don’t show under “This Month” since they’re tied to the original submission date. I want to ensure they’re treated as fresh leads, if they show ongoing interest.
Filtering Options:
Filter or tag by “duplicate lead within Custom date range”
I
Isabel Wandelli
PLeaase, we need to know when a customer send another lead without having to rely on our partners to notify us. Also to be able to find them after, like there is a filter for "last visited", we could have a "last lead submitted" for example.
Michele McCoy
marked this post as
gathering votes
Ashlyn Peters , thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Hey Ashlyn Peters , thanks for your feedback! I have a few more questions for you:
- What specific criteria should be used to identify a lead as a duplicate?
- How frequently do you want the system to check for duplicate leads?
- Would you like any specific notifications or alerts when a duplicate lead is identified?