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Lead repository

  1. 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.

    Posted 10 years ago on Thursday November 3, 2011 | Permalink
  2. I would think that most CRMs would handle cleaning up duplicate leads for you? Is this not the case?

    Posted 10 years ago on Thursday November 3, 2011 | Permalink
  3. 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.

    Posted 10 years ago on Thursday November 3, 2011 | Permalink
  4. Noted. Thanks for sharing Scott! :)

    Posted 10 years ago on Thursday November 3, 2011 | Permalink