Sometimes, when reps are creating a lead, the system might not save the house number on the customer's address. Instead of reaching out to us about this problem, they usually try to create more leads for the same customer, hoping that the system will save the house number but it most likely won't. When they realize the problem persists, they try to go back to the previous leads and add the house number again, and this is where the famous "duplicate error" shows up
In this example, the rep created leads for different customers but the house was not saving on any of them. (This might happen because that's how the address is showing up on Google maps, and sometimes reps do not click on "ignore Google maps" to save the address). All the customers were from the same area and all of them were under the same address without a house number (Brighton St, Imperial CA 922511) (see picture below)/span>
What you can do in this case is:
Cloak in as the company (in this example, I cloaked into Vivint) sales company > company settings > deactivate the
"Duplicate lead policy?" setting by clicking "select option"
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Go back to each lead and now update each lead by adding the house number and clicking "save changes" Then you should see a green message on top, saying that the customer's profile has been updated.
Once you have updated all the addresses, please select "Block Dupe Addresses -Across company" again and click on "update settings" to save it. Also, make sure you make these changes quickly because once the Block Dupe Addresses setting is off, sales reps can create duplicates in Enerflo. Please make sure you do this wisely.
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