duplicate leads

BBergin

in contacts/companies "create lead" button should have an option to include/exclude duplicates when scraping these contacts/companies into prospecting leads (sales>prospecting>leads) 

&

when in Leads (sales>prospecting>leads)  under the actions dropdown, the option to manage duplicates within your own leads

5 Replies
jaybaum
Contributor

Fully agreed! Like other objects, it'd be great to have the ability to merge leads. 

JHuang0
Member

yes, we need the feature to merge leads!

KHilton
Member

YES PLEASE!

BLoom7
Member

Our team would love this also!

AWarren
Participant

How about this: when a "new" lead autogenerates, the system should/could notify via Pop Up, 'existing lead on file', where existing lead is in a New, Attempting, Connected or [recently] Qualified status. We could set the parameters for 'recent' , i.e., only display where recent is X number of days, etc.

If that message/halt displays, option to review or decline review, much like when we are working dup contacts.