Automatically create connections

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Posted on by Robin Card

Hi,

In our industry we receive leads from multiple sources, meaning that we sometimes get duplicate leads.

We need to be able to connect the leads so that on the lead form we can see all duplicate leads.

Where this gets tricky is when we have several duplicates of a lead. Imagine lead A is received and then lead B. The connection is created that A is a duplicate of B and therefore B is a duplicate of A. Then lead C is received. We create a connection that A is a duplicate of C and therefore C is a duplicate of A.

What I would like to happen is that the system automatically creates a connection between B and C because they are all duplicates of each other.

Then when Lead D comes in, it is connected to A and then the system automatically connects it to B and C.

Is this possible?

Thanks,

Robin

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