Webbee New Zealand - Bitrix24 Gold Partner
Bitrix24 Global Gold Partner and Service Provider
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Auckland
(09) 801 0577 ext 1
(09) 801 0577 ext 2Support
Mo - Fr: 9:00 - 6:00
31B Amante Crescent, Mairangi Bay, Auckland 0630, NZ
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    Webbee New Zealand - Bitrix24 Gold Partner
    SERVICES
    • Business Automation
      • Bitrix24 Initial Implementation
      • Bitrix24 Custom Implementation
      • Bitrix24 Business Process Automation
    • Bitrix24 Custom Development
      • Modules and Integrations
    • Corporate Intranet portal
      • Bitrix24 Intranet Portal implementation
    • Maintenance and Tech Support
      • Upgrade Your Bitrix24 On-Premise Virtual Machine to CentOS 9 with Webbee Group
      • Portal Maintenance
    • User Support and Consulting
      • Bitrix24 Cloud Support
      • User Support and Consulting
    • Web Production and Hosting
      • e-Commerce
      • Landing Page Design
    CASES
    • Telecom Success
    • Hotel Management
    • HR Management
    • Banking
    • Production
    • Franchise solutions
    • Integrations
    • Intranet solutions
    • Membership
    • Modules
    • Sales and Services automation
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    • Request a FREE Bitrix24 portal
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      • Bitrix24 Cloud: Solution presets
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    • Cloud VOIP
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      • Amazon EC2 Instances
      • Domain services
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      • Shared Hosting - Start
    • Web production
      • Corporate website
      • e-Commerce
      • Landing Page Design
      • Website design brief
    • Bitrix24 Market Recommended Apps
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    • Bitrix24 Essentials
      • Online Training Course
    • Bitrix24 Basic training
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      31B Amante Crescent, Mairangi Bay, Auckland 0630, NZ
      sales@webbee.co.nz
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      • Smart duplicate merge functionality in Leads

      Smart duplicate merge functionality in Leads

      • Smart duplicate merge functionality in Leads
      //changes
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      Our experts will answer any question about the project
      General task description

      Clients submit business requests via a CRM webform. Due to business specifics clients may submit several requests over time, so webform settings do not perform a duplicate check automatically. By the same reason, automatic duplicate check on the Leads pipeline itself also turned off.
       However, processing of submitted requests may be delayed quite often (for example, a client lost interest or doesn't explicitly communicate back to the business on matters of their request). The Leads pipeline contains a stage which is dedicated to keep these Leads on hold until business/client is ready to move on. Waiting time is uncertain and may last for months. Sometimes clients who already have a request in the pending stage may submit a new request.
      In this case the system creates a new Lead while the business is extremely interested in closing the previous request.

      Implementation result

      A special handler was designed and deployed, so:
      1. Whenever a new Lead is submitted, scripts perform a thorough search on the pending stage for any previous requests from the current requester.
      2.  If none found, this new Lead is allowed to be. If any duplicate found, the new Lead is merged into the old Lead (fields and merge rules are discussed in advance).
      3. The old Lead is brought back into the beginning stage of the Leads pipeline.
      4. Responsible managers are informed about changes on the pipeline.

       For more features and additional information, please, don't hesitate to contact us: sales@webbee.co.nz
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      (09) 801 0577 ext 1
      (09) 801 0577 ext 2Support
      Mo - Fr: 9:00 - 6:00
      31B Amante Crescent, Mairangi Bay, Auckland 0630, NZ
      sales@webbee.co.nz
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