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vtiger The Honest Open Source CRM
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mmcelarn
Joined: 18 Oct 2006
Posts: 2
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| Posted: Wed Oct 18, 2006 9:45 pm Post subject: importing leads question |
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Hi,
I'd like a little help from this community. I've been using vtiger for a few weeks now and it looks promising, but I have a few questions.
Let me give you the scenario. I subscribe to a data service that provides me with a list of several thousand leads. I reformat this data to a CSV and import the leads into vtiger. The first question I have is, let's say next month I import another list from this data service, is there any way I can prevent duplicates from getting into vtiger?
Is there a script that I can run to filter out duplicates in vtiger?
A related question, I know that leads are deleted after they have been converted to Contact/Account. Is there any way that I can prevent a second import from importing leads that have already been converted? That's kind of hard to swallow!!!, let me illustrate with an example...
I import a contact called Jack (amongst several thousand other leads) on my first import from the data service. One of the sales people makes a phonecall to Jack and he's interested in our product, so the sales person converts Jack to a Contact/Account. Jack is deleted from leads. One month later, we get another list from the data service. Jack (the same person) is buried among another couple of thousand leads. I import Jack in the new batch. Is there any check made, since Jack is now a lead again and he shouldnt be since he's a Contact/Account and has been deleted from Leads. I dont want another sales person to contact him as a lead, since we're already dealing with Jack in a Potential capacity.
any help would be appreciated, Thanks, Mick |
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mmcelarn
Joined: 18 Oct 2006
Posts: 2
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| Posted: Wed Nov 01, 2006 6:40 pm Post subject: importing leads question |
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Hi,
Does my question make sense?
Is this a problem?
Mick |
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BrianLaughlin
Joined: 13 Dec 2005
Posts: 801
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| Posted: Sun Nov 12, 2006 10:06 am Post subject: importing leads question |
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Hi mmcelarn,
Currently there is no dedup function in vTiger. There is a bounty for this feature btw.
Also, when converting a lead to contact, I don't think it actually deletes the record, just hides it.
Regards, |
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