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How Leads are Automatically Merged

How Leads are Automatically Merged

Owned by Jock Schowalter (Deactivated)
Jun 07, 2016

ADF and Star

  • Primary email matches email1
  • Secondary email matches email1
  • Primary email matches email2
  • Secondary email matches email2
  • Exact name and phone
    • Exact first name
    • Exact last name
    • Any matching phone number
  • Fuzzy first name, exact last name, and exact phone
    • First three characters in first name
    • Exact last name
    • Any matching phone number
  • Fuzzy name and exact phone
    • Phone number (types must match)
    • Levenshtein distance between first name less than 3 and more than 2 characters are the same
    • Exact last name
       

Data Import

  • DMS Customer ID
  • Exact email address and exact last name, if provided, otherwise exact first name
  • Exact secondary email and exact last name, if provided, otherwise exact first name
  • Exact first name and / or exact last name and exact phone number
  • Fuzzy first name, exact last name, and exact phone
    • First three characters in first name
    • Exact last name
    • Any matching phone number
  • Fuzzy name and exact phone number
    • Phone number (types must match)
    • Levenshtein distance between first name less than 3 and more than 2 characters are the same
    • Exact last name
       

Front-end

    • Primary email matches email1
    • Secondary email matches email1
    • Primary email matches email2
    • Secondary email matches email2
    • Exact name and phone
      • Exact first name
      • Exact last name
      • Any matching phone number
    • Fuzzy first name, exact last name, and exact phone
      • First three characters in first name
      • Exact last name
      • Any matching phone number
    • Fuzzy name and exact phone
      • Phone number (types must match)
      • Levenshtein distance between first name less than 3 and more than 2 characters are the same
      • Exact last name

 

Furthermore   

Normally a 3rd party lead would only be merged into an existing lead if:

  • It is the same customer
  • It is from the exact same provider name
  • It was sent to the same Location
  • The existing lead was created less than or equal to 30 days ago

Even when a new ADF lead is "merged" into an existing one, usually an agent would be notified that a new Vehicle of Interest was added. But, in this case, there we no vehicle attributes in all 5 of the ADF packets. So, the only thing we could get was the customer info and the comments. The comments are in the Notes pod