Show Duplicates on the Leads
A
Adela Serrata
When a duplicate lead comes in it needs to be listed in the leads (marked as duplicate) we would not be able to know a customer submitted a duplicate unless we go searching for original leads, Duplicate leads are hot leads and need to be listed in the leads of the day. I have attached an image from the leads page on Vinsolutions showing duplicates.
Shelby Parker
Hiya Adela Serrata, thanks for this post! I have a few more questions for you:
- How should duplicate leads be prioritized or highlighted compared to original leads?
- What specific information about the duplicate leads would be most useful to display?
- Are there any specific actions you would like to take on duplicate leads directly from the leads page?
A
Adela Serrata
Shelby Parker
- No prioritize compared to original leads, we just need a place where we can search our duplicate leads the day they came in.
- we need the same information as original lead, they are inquiries, name phone number, lead source (maybe they inquired on a different place this time around), etc....
3.no specific action, having them displayed as duplicate in a list view is enough.