Customer Suggestion Portal

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Match phone numbers if cell phone or home phone

Merge customer based off cell or home phone, if the other is blank.

We have leads that come in as home, but they actually provide cell and vice versa. Would be great to merge the customers together

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Aug 10 2018
  • Already exists
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  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    10 Aug, 2018 03:20pm

    The dupe lead checking options within the lead import config already does this - it matches on Cell or Home phone number.