Users should be able to select their own specific properties for deduplication
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Status:
Idea Submitted
Submitted by
MyCaptain
on
Jun 19, 2020
11:52 AM
Who: Marketing Team, Support Team, Sales Team
Value: One Contact, No Duplicates, Better CRM and data management
Many CRM have customizable properties or references for the core operation of CRM - deduplication. And It's very industry-centric. For some industries, having only email as reference works, for some mobile number works better. Some may require multiple properties to be set as references.
Solution:
For Starters: You can give a choice of selecting deduplication criteria, keeping it limited to hubspot properties only. And then gradually including multiple properties as criteria, and expanding to custom properties.
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CRM Objects (Contacts & Companies & Deals & Tickets)