Have newly created leads? Processing imported leads from one or more sources? Quickly identify if there is already an existing lead by setting up your predefined parameters. Any possible duplicates will be highlighted and noted when viewing a given lead.
#2419 - Opportunities & Accounts
Create this for opportunities and accounts please.
7 years ago
I second that, but for contacts and calls
7 years ago
@mmcpeak - Can you please elaborate for what exactly you are looking for “contacts” and “call” module?
7 years ago
I need to be able to find and remove or merge duplicate contacts and calls
7 years ago
@brandonstec - Thanks for your suggestion. We guess you are looking for same functionality as Lead module. Can you please elaborate for what exactly you are looking for “opportunities” and “account” module?
7 years ago
@mmcpeak - Can you please elaborate for what exactly you are looking for “contacts” and “call” module?
7 years ago
they are asking similar to myself, 1) enable duplicate checking if account name or email address or contact name already exists in accounts or contacts modules 2) allow for duplicate checking not just of Leads, but also check when creating new Accounts, Contacts, Prospects (Target) hope that helps?
7 years ago
Thanks for you suggestions. We are working on suggested feature. Will update you soon when release new version.