Require Manager/BDC Override when a duplicate is being created in CRM. | Voters

Require Manager/BDC Override when a duplicate is being created in CRM.

Jennifer Morris

Salespeople can add customers that are already in the CRM with no manager override. This is creating instances where salespeople are skating their coworkers. Most CRMs require manager/BDC review to override adding a customer that matches another customer in the CRM.

Jennifer Morris

Curious if there are any updates on this.

Shelby Parker

Thanks for raising this, Jennifer Morris — really helpful context, and I can see why duplicates without an override would create real issues for your team. I’m sharing this with the team for review so we can assess the best approach, and we’ll follow up if we need a bit more detail from you.