Hello - We have integrated our CRMS with various lead generations platforms (website, social, chat, etc)
What is the best way to prevent duplicates from entering the CRM? For example, we may have one person submit their info twice, or submit it on two different platforms.
You can choose various ways on how to deal with the duplicates using the Duplicates and Uniques app. You can label, merge, delete or move them.
Even better, you can do all these automatically.
Here is a demo of how to automatically delete duplicates in your board using the app.