Need more options on matching possible duplicates
gathering votes
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Joel Lay
the system allows for low and medium settings for incoming leads and how it parses information for duplicates. On low, the system finds an inordinate amount of duplicates. On medium, it will only match a duplicate if it has BOTH the same phone and email. So, even if the lead has the same phone and name, it will NOT match it on the medium setting if no email is provided. There needs to be some way to fine tune this. We've had to use the medium setting because of how many duplicates we were getting. This was preventing i-leads getting assigned after hours. Now, we have duplicate leads that don't show as duplicates.
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Jacob Coleman
gathering votes
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Jacob Coleman
Hi Joel, thanks for the feedback! We'll continue to monitor this for votes, and you'll receive any updates automatically.
Shelby Parker
Great to hear your perspective, Joel Lay! I have a few more questions for you:
- Can you provide examples of the types of duplicates that are currently being missed by the medium setting?
- What specific criteria would you suggest for a more fine-tuned duplicate detection system?
- How are these duplicate leads affecting your workflow and what would be the ideal outcome for you after this issue is resolved?