Not Allowing Sales People to Create Duplicate Profiles
A
Andrew Andreis
I would like to request to deny the ability for my Sales Team to create another profile for a customer if it already exists in our system. This would be help manage duplicates.
Shelby Parker
Great to hear your perspective, Andrew Andreis! I have a few more questions for you:
- How should the system handle cases where a duplicate profile is detected?
- Are there specific fields or criteria that should be used to identify duplicate profiles?
- Would you like any notifications or alerts to be sent when a duplicate profile is attempted to be created?
A
Andrew Andreis
Shelby Parker
- It should alert the management team that this is trying to be added and they can confirm or deny the addition.
- Phone numbers, names and addresses.
- Yes, I would like it sent the management team to either confirm or deny it.