When trying to add a new lead to the system, you may encounter a duplicate error message. If this happens, follow the steps outlined below to ensure the correct process is followed before proceeding.
Steps to Take:
Contact the Help Desk:
If you receive a duplicate error message while trying to add a lead, you must reach out to the Help Desk for verification before scheduling an assessment or taking any further action. This is crucial to confirm whether the lead is a duplicate or not. Make sure to send in the name, email address, and phone number for the lead you are trying to add.Tech Support Verification:
Once you've contacted the Help Desk, they will verify if the lead meets the following criteria:The lead is older than 6 months.
The coach has not attempted any contact with the lead in the past 6+ months.
After the Help Desk verifies these conditions, you will be informed whether or not you are able to proceed with adding the lead.
Do Not Ask Around:
Please refrain from asking other coaches or team members about the lead’s status, as they do not have access to all coaches’ records. Only the Help Desk can confirm whether the lead is a valid addition.Follow Help Desk Instructions:
Once you receive guidance from the Help Desk, follow their instructions carefully. If they tell you that the lead cannot be added, do not proceed with adding the lead. It is important to respect this decision to maintain the integrity of our lead system.
Why This Is Important:
Duplicate leads can cause confusion and disrupt the efficiency of our systems. By following these steps, we ensure that only valid, non-duplicated leads are processed, helping us maintain smooth operations and provide the best possible experience for our clients.
Thank you for your attention to this matter and for helping us maintain the integrity of our system.