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This guide has been reviewed against our global client base and classed as relevant to all regions |
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Available from version 12.165 |
A configuration option is available which ensures that when choosing to add an internet registrations lead to AgencyCloud Reapit and the lead is checked for duplicates, both the work and home numbers on the lead are added to the search (carried out before the new record is added)
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By increasing the number of contact details checked before adding a lead, this configuration option decreases the chances of adding a duplicate contact to AgencyCloud, therefore ensuring better data quality
To enable this configuration option, click here to contact Reapit Support
From Organiser: Right-click over Internet Registrations (often shown in Overview panel) Select Full results to view the internet registrations screen Select the required lead (contact details are shown on right) and click Add (bottom right)  Image ModifiedThe search screen is displayed with Home, Mobile, Work and E-mail contact details for the lead already added to the Telephone/E-mail search field
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As seen in the example above, several duplicates have been found which should be checked by double-clicking each record to view the record in detail Where no duplicates are found, click Add to create a new record for the selected lead |
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Related articles
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| cql | label = "internetreg" |
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| Excerpt |
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Configuration option which ensures that when choosing to add an internet registrations lead to AgencyCloud Reapit and the lead is checked for duplicates, both the work and home numbers on the lead are added to the search |
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