Product Hatching Ideas

Sebonic Financial: New 'Old" prospects coming into Marksman

Will Not Implement

Sebonic has reported an issue with how Marksman handles leads that have been previously sent in with the same e-mail address. They have been having a flow of prospects coming in 6 -12 months later again.

They have been explained that the reason Marksman reads the e-mail address and then assigns that prospect to the original LO is to prevent duplicate leads.

The way they would prefer the leads to come in to to read the filter ID and assign based on their created rules vs the e-mail address.

The proposed solution we discussed was to have Marksman go off of the e-mail address for 30 days (Which would provide a good base to prevent duplicates) After 30 days if a lead comes in with the same e-mail address then it will assign based on the filter rules.

Is this something that we can implement?

  • Lori Rezac
  • May 8 2017
  • Moved to Prioritzation
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