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gyip31 Most Easy, Efficient and Effective Lead/Contact Duplicate App
Hi Guys,
If anyone has any reccomendation it would be greatly appricated.
Issue:
Our company's web-to-lead sends us requests daily. Many of our leads are new and therefore handled by our inside sales team. Some however are request from current contacts that are looking to make a new purchase therefore they are handled by our account mgmt team.
Rather than having our inside sales team convert the lead only to find out they are already a contact, is there a way or tool that we can buy that can determine if a lead is already a contact (Using email address) at the lead view level or in the web-to-lead process?
If anyone has any reccomendation it would be greatly appricated.
Issue:
Our company's web-to-lead sends us requests daily. Many of our leads are new and therefore handled by our inside sales team. Some however are request from current contacts that are looking to make a new purchase therefore they are handled by our account mgmt team.
Rather than having our inside sales team convert the lead only to find out they are already a contact, is there a way or tool that we can buy that can determine if a lead is already a contact (Using email address) at the lead view level or in the web-to-lead process?
There is a free tool called Dupe Catcher. I suggest you to do more research and testing on this tool before implementing.
here is the appexchange link,
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IYLlEAO
Cheers..!!