Conversations and decisions that need a person.
When a call, email or text cannot find its record, it waits here instead of getting lost. Link it, create a record for it or dismiss it with a reason.
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Unknown caller
(713) 555-0166
Missed call at 2:12 PM
Link to a record
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Unmatched email
purchasing@northvane.test
Re: Lead times on actuators
Link to a record
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Unmatched text
(832) 555-0119
Can you resend the quote?
Link to a record
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Possible duplicate
Brassleaf Supply and Brassleaf Supply Co.
A 92% match. An admin reviews duplicates.
Try it: link the caller to a record, or dismiss an item with a reason.
What lands here
Everything that could not file itself.
Filter by All, Needs a person or Suggestions.
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Unknown callers
A missed call or a voicemail from a number that is not on any record.
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Unmatched email
Mail to a connected mailbox from an address that is not on any record.
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Unmatched texts
A text to one of your business lines from a number that is not on file.
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Do-not-contact reviews
Someone on the do-not-contact list got in touch. A person decides what happens next.
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Possible duplicates
Two records that look like the same company or person, with how closely they match.
Decisions
Every item ends in a decision.
Someone links it, creates a record for it, dismisses it or settles the match. Resolved items move off the open list.
The Inbox is for reps and admins. Only admins review duplicates.
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Link it
Attach the call or message to the record it belongs to, so it shows on that timeline.
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Create and link
Make a new person or account from it and link it in the same step.
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Dismiss it, with a reason
A reason is required, such as spam call or wrong number, so the next person knows why.
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Merge or keep separate
For a possible duplicate, an admin merges the two or keeps them apart. A merge moves contacts, activity, tasks, opportunities and blocks to the kept record.
Keep missed calls and stray email from slipping through.
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