How Should I Handle Duplicate Leads/Accounts?

When you enter and save a new lead in Cloud, Cloud automatically flags the lead as a potential duplicate if it matches an existing address, name, phone number, etc. Usually potential duplicate leads or accounts occur when a client has previously submitted a web form and forgot, used our service previously and is now calling back, used our service at a different residence or inquired for someone else. And sometimes the lead just happens to have the same name as another client in your system. So, what should you do when this happens?

 

How you handle duplicates really depends on what the situation is. If it is a previous client, you can just go through a new estimate on the existing account (which Cloud brings up) and mark the lead as Dead-Duplicate. If it's a false alarm, you can click through the warning message and convert the client as usual. 

 

We hope that helps to clear up duplicate accounts and why they occur--feel free to log a case with any additional questions!