Lead Duplicate Contact Feature
Client who have Jobs Management Software usually encounters an issue with a duplicate contact. However, allowing duplicate contact on LANA is a must because most of the time they will create multiple quotes or job for an existing contact.
LANA will create a new contact with new opportunity card and allowing duplicates will prevent to override the existing contact or opportunity cards.
Now a feature is built to better organize duplicate and original contact!
How it Works!
Once this feature is configured on the back end, all original contacts will consist a tag "original_contact". When tag is created and synced to all contacts, we will then create a Smart list only for contacts with tags"original_contact"
This way, user will have an easy access to their contact list without seeing any duplicates.
How to enable Lead Duplicate Contact Feature
1. Go to Subscription Panel > Select the Agency
2. Go to LANA Details Section
3. Enable LANA Duplicate Contact Feature > Update
4. Select Start LANA contacts sync
Once done, it will take some time to sync the tags into the account. After a few minutes you will now be able to see the tags on the contact. Now we're ready to create a Smart list on the account.
Creating a Smart list for Original Contacts
- Select More Filters
- Choose Tags
- Select "orignal_contact" tag
- Click Apply > Save Smart List
- Set Original Contact as Smart list name
Please Note: Always place the Original Contact Smart list next to All contact list and set it with Global Access
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