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”
S
Sherry Barbosa
This is a major flaw with this CRM! They have told me to add the lead in manually to be able to work off a "fresh" lead. We should have the ability to mark an older lead dead and be able to mark the new one as a active lead like you are able to in other CRMs. Also, they did create a report for duplicates so I can run that report and make sure the newest leads are in fact being followed up with properly and nothing is slipping through the cracks!!!!
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
updated the status to
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?