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Opportunity Duplicate Detection

1. Feature Overview

Opportunities are captured from multiple sources like websites, landing pages, incoming calls, etc. This might result in the possibility of duplicate opportunities getting captured within your system. Duplicate opportunities contain details of the same lead who’s shown interest in the same product/service, across two or more sources. To ensure that your system doesn’t capture this duplicate information, you must set up rules in your system to identify duplicate opportunities.

 

2. Prerequisite

You must be the Administrator of your LeadSquared account to access this feature.

 

3. How it Works

To ensure you avoid capturing duplicate opportunities –

1. Set rules that will identify duplicates

IndustryUse CasesExample Rule
Automobile LoansTo ensure that the customer is not being pitched multiple loans for the same automobile.Detect duplicate opportunity if
  1. the same Lead
  2. with the same vehicle Registration Number
  3. applies for an opportunity in an ‘Open’ status
Health InsuranceTo ensure that the same customer is not being pitched an upgraded policy by multiple sales users.Detect duplicate opportunity if
  1. the same Lead
  2. for the same insurance type
  3. for the same insurance being offered
  4. applies for an opportunity in an ‘Open’ status
Real EstateTo ensure that the same lead is not being pitched the same property by multiple sales users.Detect duplicate opportunity if
  1. the same Lead
  2. for the same project
  3. in the same locality
  4. applies for an opportunity in an ‘Open’ status
EducationTo ensure that the same student is not being pitched the same courses by multiple sales users.Detect duplicate opportunity if
  1. the same Lead
  2. for the same campus
  3. for the same course on offer
  4. with the same exam score
  5. applies for an opportunity in an ‘Open’ status

2. View duplicate opportunities.
When duplicate opportunities are detected, the information from all instances are captured in a ‘Duplicate Detected’ activity. This activity can be viewed from the opportunity details pages associated with the lead.

 

4. Set Rules

To create rules to detect duplicate opportunities –

  1. From the main menu, navigate to My Profile>Settings>Opportunities>Duplicate Detection.
  2. Against an existing Opportunity Type, click Set Rule.
  3. Click the Opportunity Type dropdown, and select the field you want to make unique (such as email, mobile number, PAN number, etc.).
  4. Use the dropdown to select the conditions, and then click Add. Since we’re creating an opportunity type for car loans, we’ll be using the –
    1. The lead’s email address
    2. The lead’s vehicle registration number
    3. The current opportunity status for the lead
      Note: Ensure you use the mail merge option by entering the ‘@’ symbol. This will dynamically pull the value of the selected lead or opportunity field.
  5. Set as many conditions as you think is required for your business.
  6. Once you’re done, click Set Rule.
  7. On the Duplicate Detection Rules pop-up, you can add additional rules if required. Once you’re done, click Save. On the Confirm pop-up, click Save.

Duplicate

Note: To edit or disable an existing duplicate detection rule, hover your cursor over the Settings icon icon against the rule, and select from the list of options available.

 

5. View Duplicates

You can view the duplicate detected activity on the Opportunity Details page, under Activity History.

Duplicate

 

Any Questions?

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