Fishbowl Mobile CRM - Automated Lead Workflow
Quick Intro
Fishbowl CRM's automation workflow for handling duplicate leads offers a seamless and intuitive solution to streamline lead management.
Duplicate Detection
The mobile CRM system intelligently scans the database using predefined criteria such as name, email, phone number, and other relevant information to identify potential duplicate leads.
Lead Distribution Histograms
Visualize the distribution of leads over time, showing the concentration of leads within specific time periods.
Custom Scripting
Advanced users can create custom scripts or rules to automate complex tasks or processes, providing flexibility and customization options.
Continual Improvement
Over time, the system can learn from user actions and improve its duplicate detection algorithms to reduce manual intervention.
