Remove Duplicate Leads from the Sidebar Manually | Voters

Remove Duplicate Leads from the Sidebar Manually

gathering votes

Una Schade

We are running into an issue where a duplicate lead gets into the CRM not long after the initial lead. We have already had VERY recent communication with the customer, and another message/call would be overkill and not appropriate. We need a way to stop the clock on these duplicate leads.

Geoffrey Townson

Totally agree! I have leads that arrive on the taskbar that my staff are already engaged with. Sometimes the leads will attach to the existing client profile as a 'duplicate' and my staff are in discussion with them and are making outbound activities. A simple way to remove these as 'leads' from my taskbar would greatly improve things as we are overwhelmed with leads that actually aren't

Kate Shaddrick

Agreed!

Ryan Griep

I get a new lead when we send credit applications and when the customers fill one out here in the store. I have 3 leads and it is from an ID scan or credit application. They are here in the store and I cannot ignore the duplicate lead. I was told to send a received or confirmation text. That is odd if I am sitting across from them at a table. I would like a way ignore.

Drew Adler

Merged in a post:

DUPLICATE LEADS

Coca Radojcic

Shelby Parker

Great to hear your perspective, Coca Radojcic! I have a few more questions for you:

Can you provide more details on how you identify a lead as a 'duplicate'?
What is the time frame in which these duplicate leads usually appear after the initial lead?
Could you describe the current process you follow when a duplicate lead is identified?

Shawn Goebel

Merged in a post:

Notification Overkill

La'Quisha Turner

In order to stop the clock from any leads rather it's new, in showroom, duplicate, phone up input, the only way to stop the clock is to CALL/TEXT/EMAIL. There has to be a better way to stock the clock from running on leads that have already been answered. Doesn't make sense to call/text/email if we just met and/or spoken with the customer. Notifications where not action is needed gets a bit overwhelming and seems to be affecting our clock ratios/reports.

Shelby Parker

Thank you for posting, La'Quisha Turner! I have a few more questions for you:

Can you provide examples of situations where you feel the current notification system is not effective?
What alternative methods would you suggest for stopping the clock on leads that have already been answered?
How would you like the system to differentiate between leads that require action and those that do not?

Drew Adler

Merged in a post:

Clearing lead

Nick Missiti

We often get people sending in multiple leads for the same person. There should be a way to clear the lead without having to log a call. There should be a complete button to clear out the lead.

Drew Adler

Merged in a post:

Ability to clear duplicate lead and text messages from Queue.

Atyana Delapara

There isn't a way to clear a text message unless you respond and sometimes there is no need for a response same for duplicate leads there is no way to clear a lead from the Queue if it is a duplicate without making a call which leaves you calling and hanging up on customers and or calling to speak with them again after already having a conversation.

Drew Adler

Merged in a post:

"Stop Clock" Feature for duplicate leads. (Effecting Response Time?)

Jorden Hayes

We communicate with a lot of customers and after a conversation customers will oftentimes continue engaging on our website. This is obviously triggering a duplicate lead. It will be very useful to have the ability to stop a duplicate lead's timer without having to call, email or text. I assume this is greatly effecting our response time as a store.

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