When creating a lead Enerflo checks the Customer name, email address, phone number and street address for matches to alert for a possible lead duplication.
This can be configured to check for duplicate Leads across the Company, the Office, or the User on the Company Settings page. To customize duplicate lead policies:
Under Company Settings from the home page, click on Edit Settings.
Navigate to the Duplicate Lead Policy section.
Choose one of the following options:
Show a warning when a duplicate address is detected.
Block lead creation entirely if a duplicate address is entered. Duplicate leads can be blocked completely based on address or simply given a warning that allows the user to proceed if needed. Enabling these settings can help prevent duplicate entries, enhance data accuracy, and streamline lead management.
Choose "Select Option" to turn off all warnings.
If the lead is determined to be a potential duplicate, the information that matches the previous lead will be shown at the top of the Lead Creation Page. Click here to view the existing lead. If the lead needs to be reassigned, contact a company admin.
If the Lead is not a duplicate, click Continue at the bottom of the page to proceed with creating the new lead.