Clients often contact the company repeatedly.For example
, they write again in the online chat on the website, which means that another lead is created for the same contact. To ensure that repeated requests from existing customers are not distributed to all the employees, the widget has control over the duplicates.
The logic for duplicates control can be as follows:
- Don't take duplicate leads into consideration - distribution of leads without taking duplicates into account.
- Distribute recurring leads to the responsible user of the contact - the widget searches for previous leads of the contact, distributes the new lead to the contact responsible manager, and excludes the lead from the redistribution.
- Duplicate leads of the company are given to the responsible manager of the company - the widget searches for previous transactions for the company, if it finds one, it allocates it to the responsible for the company.
- Duplicate leads of the contact or company are allocated to the responsible user - first, the widget searches by the contact card - if it does not find it, then searches by the company. If the duplicate is found, then the widget distributes the lead to the manager, responsible for the contact or company.