Lead Duplicate Checker
Lead Duplicate Checker is a CRM application that automates the verification of new deals for duplicates and helps companies maintain order in their sales pipeline. The application analyzes each new deal at the moment of its creation, determines whether it is unique or a duplicate, and automatically executes predefined business rules. This helps reduce the number of duplicate leads, speed up lea
Lead Duplicate Checker provides the following features:
- Automatic duplicate check for new deals at the moment of creation
- Configuration of execution rules for specific pipelines and stages
- Retrieval and analysis of contacts linked to a deal
- Detection of similar contacts within the CRM
- Collection and analysis of all deals associated with matched contacts
- Multi-level duplicate validation based on defined criteria
- Application of exclusion rules to filter results
- Generation of a final list of potential duplicate deals
- Classification of a deal as duplicate or unique based on results
- Automatic stage change for deals
- Automatic closing of duplicate deals
- Adding comments to deals
- Creating tasks for responsible managers
- Reassigning deal ownership
- Automatic reassignment of a deal to an existing contact with similar history
- Automatic filling of deal fields with predefined values
- Flexible configuration of duplicate detection rules for different CRM scenarios
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