🚩⚠️ New Feature: Flag duplicate leads for streamlined lead management! ⚠️🔍
We’re excited to roll out our latest feature, designed to help surveying firms quickly identify and manage potential duplicate leads. This new tool allows you to efficiently spot ongoing searches and ensure your leads database stays clean and organised.
🔑 Key Features:
- Automatic Duplicate Detection: Easily flag potential duplicate leads based on custom criteria, helping you focus on genuinely unique leads.
- Customisable Triggers: Choose which factors—such as name, email, phone number, or other details—should cause a lead to be flagged as a potential duplicate, giving you control over how duplicates are identified.
- Streamlined Lead Management: Once flagged, you can decide whether to keep leads marked as duplicates or clear the flag for leads that are unique, ensuring you’re not missing out on important opportunities.
By making it easier to manage duplicates, this feature helps you prioritise new business and optimise your workflow!