Consolidation of repeat leads in Bitrix25

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hasibaakterss3309
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Consolidation of repeat leads in Bitrix25

Post by hasibaakterss3309 »

Uniform distribution, in which a new request is sent to the operator who has the fewest of them at the moment.
The implementation of this option uses webhooks - a mechanism that notifies an external service (for example, a script you wrote) about the creation of a new contact. Based on the current load data, the manager with the smallest number of active cards is selected.

Duplication occurs when a stakeholder contacts you again and the system, not recognizing them as an existing client, creates a new card instead of updating the existing one. Discrepancies can be varied, including changes in contact details or requests via different channels. In addition, the likelihood of duplication increases if the company does not use unique identifiers (for example, a user ID on a website).

Merging duplicate cards is critical for the accuracy of new zealand telegram number database data analysis and the efficiency of the organization. Firstly, a merged record contains a complete history of the customer's communication with the company, which allows you to better understand their needs and preferences. Secondly, copies distort information about the number of clients, conversion, and other key indicators.

Bitrix24 provides the "Duplicate Control" option, which helps find and merge duplicate information. If some elements have different values, you will be asked to select which value will be used when merging the records.
To find duplicates using this function:
1
In the “Leads” section, select the parameters by which you want to search for copies, and click “Start Scan.” You will see how many duplicates were found.
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