How to manage Duplicated Leads
Scenario
Some "contact done" by the leads with WOZTELL can generate a duplicate lead in our CRM. We get the alert message and need to decide which info we want to save.
Tools involved
- Duplicated and original lead in ZOHO CRM
- New Ticket in ZOHO DESK
Team involved
- Presales Team
Process
Presales will do:
- Approve the duplicated lead
- Deduplicate leads
- Decide which data in fields has to be set
- Send a message to lead using WOZTELL
- Manage the lead
We have to protect the original info to let the marketing team to segment and nutur