Merge action Screen
G
Gabe .
Please create a screen where customers can be checked for duplicates within a time frame. Many times customers are not merged by team members and there is no way to track this down after the fact. HELP!
Shelby Parker
Hiya Gabe ., thanks for this post! I have a few more questions for you:
- What specific criteria should be used to identify duplicate customers?
- How frequently do you need to check for duplicates?
- What information should be displayed on the duplicate check screen?
G
Gabe .
Shelby Parker HI Shelby. I need to check for Merging customers on a daily basis! Specially since i brought over close to 100k clients to system prior to you guys and continue to see heavy traffic that i need to be able to review prior history that i had with them...
G
Gabe .
Shelby ParkerThere should be a high probability merge screen based on leads that come in on a daily, weekly or monthly basis.