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.
Data duplication within your customer relationship management (CRM) system not only irritates users, but it can also waste lots of time and effort along with lost business. Multiple, duplicate calls to the same customer may make your company appear as incompetent. This issue can also potentially lead to sending multiple discounts, emails, etc to the same customer.
To solve that, you can stop duplicate data at the time of data entry by using the “Scan Identical Leads” plugin for your CRM application. This add-on provides flexible configurations to quickly identify the identical leads in your customer relationship management system and list them in a sub panel or dashlet.
- Easy configuration of pattern matching criteria
- Dynamic search criteria (e.g. Starts with, Contains, Equal to)
- Visual duplicate identifier via highlighting
- Effective lead handling
Other add-ons of interest
Glances - Integrate SuiteCRM with all your apps
The simplest way to work™. Glances integrates SuiteCRM with all your favorite workplace apps, acting as your go-to hub for real-time customer insights and personal tasks.
Find duplicate records by names, any phone numbers, and email-address from modules like Account, Contacts, Leads. This add-on helps you to quickly find and merge any duplicate records in your CRM.
Duplicate Checker helps to prevent duplicate records in your CRM for the Account, Contact and Lead modules. If your CRM has duplicate records then the wrong data can be displayed and used by your users. Stop the possibility of misleading information being used by your team by using Duplicate Checke...