Remove Duplicate Leads from the Sidebar Manually
gathering votes
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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.
Drew Adler
Merged in a post:
DUPLICATE LEADS
C
Coca Radojcic
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.
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
L
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
N
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.
A
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?)
J
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.
Shelby Parker
Great to hear your perspective, Jorden Hayes! I have a few more questions for you:
- Can you provide more details on how you identify a lead as a 'duplicate'?
- What actions would you like to take once a duplicate lead's timer is stopped?
- How do you currently manage duplicate leads and what challenges are you facing with the current process?
J
Jorden Hayes
Shelby Parker
I will respond to the following questions in the same format.
1.) I would identify a duplicate as a customer who engages with actions on our site or any site that pushes through to DC, while being actively engaged on an existing opportunity.
2.) I dont believe that any tasks would need to be created. Many of these customers are actively engaged and the workflow is already being followed. I would want my agents and sales people to check in with the customer to make sure that they have answered all of the customers question, leading them to continue submitting inquiries. (Oftentimes customers dont even realize they are even doing it.) A touchpoint of some sort would be fine though.
3.) Currently we just make a phone call, dont answer the CTC, and result the call in "Other result was done" with a note that says "SC" (Stop Clock) This is very inconvenient though as the customer is in fact receiving the call.
Drew Adler
Merged in a post:
Ability to Kill the clock on a new lead
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Caroline Poe
We have a digital retailing tool. When customers are engaging with it, sometimes they will submit multiple duplicates back to back. The only way to kill the lead is to continue calling or emailing them. I don't want to discourage them from engaging with our site. Would be helpful to have a way to kill the clock.
Shelby Parker
Thank you for posting, Caroline Poe! I have a few more questions for you:
- Can you provide more details on what you mean by 'kill the clock' on a new lead?
- What is the current process you follow when you receive duplicate leads?
- What would be the ideal outcome for you when a customer submits multiple duplicates?
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