Views: 8328 (Data available since 06.02.2017)
When working with the CRM, checking for duplicates is important. Often a single Lead or Contact has multiple employees working with it, and so it’s important that all the information related to the client is located in a single record.
Even if there is only 1 sales agent, it is impossible to remember all the clients that have ever been registered. Repeated correspondence and confusion in communication can result, wasting time and energy.
Bitrix24’s CRM has a duplicates checker (which works when new objects are created – Leads, Contacts, or Companies), searching and merging duplicate entries that can be performed at any time.