https://legacy.forums.gravityhelp.com/topic/lead-repository Gravity Support Forums Topic: Lead repository en-US Thu, 09 Apr 2026 06:04:24 +0000 http://bbpress.org/?v=1.0.1 q https://legacy.forums.gravityhelp.com/search.php https://legacy.forums.gravityhelp.com/topic/lead-repository#post-39968 Thu, 03 Nov 2011 17:14:00 +0000 David Smith 39968@https://legacy.forums.gravityhelp.com/ <p>Noted. Thanks for sharing Scott! :) </p> https://legacy.forums.gravityhelp.com/topic/lead-repository#post-39941 Thu, 03 Nov 2011 15:08:10 +0000 Scott 39941@https://legacy.forums.gravityhelp.com/ <p>There are ways to remove duplicate leads in most CRMs, yes. But there is currently no Gravity Forms / ConnectWise integration so leads have to be manually imported to the CRM so being able to filter out duplicates and identify the leads initial entry to the site would be very useful. </p> https://legacy.forums.gravityhelp.com/topic/lead-repository#post-39935 Thu, 03 Nov 2011 14:59:55 +0000 David Smith 39935@https://legacy.forums.gravityhelp.com/ <p>I would think that most CRMs would handle cleaning up duplicate leads for you? Is this not the case? </p> https://legacy.forums.gravityhelp.com/topic/lead-repository#post-39898 Thu, 03 Nov 2011 13:41:13 +0000 Scott 39898@https://legacy.forums.gravityhelp.com/ <p>The problem that I run into is when there are multiple forms and 1 lead completes more than 1. Then there lead is captured multiple times in the various csv files. What would be great is either a feature for combining the leads into 1 list or an add-on option. A sort of Lead Repository where you can export all the leads with what forms they completed and the fields they entered. It would look for duplicates and clean it up for reporting and entering into a CRM. </p>