‘Check for Match’ displays all assignees in the hierarchy

Here’s the situation. Someone has called your company on the phone and requested information. Naturally you’d like to enter their information into the LeadMaster Lead Management CRM. ¬†However, you are wondering if they are already in the system. You’re not an administrator so you don’t have access to all the records. How can you check? The answer is to use the ‘Check for Match’ feature when adding new records. FYI, this is a privilege that has to be enabled for you.

Add new record - check for match displays the assignees in the hierarchy

Add new record – check for match displays the assignees in the hierarchy

To use ‘Check for Match’ click on ‘Add New Records’ in the main menu bar and then enter either:

  1. The Company Name
  2. The Last Name
  3. The Email Address
Then click on ‘Check for Match’. ¬†In the example below I checked for a match with the company name equal to ACS.
Check for Match Displays the Hierarchy

Check for Match Displays the Hierarchy

This will save time, avoid duplicate entries in the system and make sure the correct sales rep receives the information that someone called in requesting information.

 

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