Is it possible?
A
Alex Potter
Is it possible to search duplicated leads across other other locations under our umbrella
A
Alex Potter
I would want the ability to see if a customer is currently shopping inventory at more than one of my locations that may be assigned to to different agents to reduce the number of touches from multiple different agents versus having one person handle all of them assuming they have access to that store
Shelby Parker
Hello Alex Potter! I have a few more questions for you:
- What criteria should be used to identify duplicate leads across different locations?
- How frequently do you need the system to check for duplicate leads?
- Are there specific locations or regions that should be prioritized when searching for duplicate leads?