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Celebrate Your 2025 Community Recap & Achievements!
We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
Incoming Leads and Dups
Ok, I've asked this question before, but I'd like to ask it again.
We typically receive anywhere from 800-1600 leads/month. Many of the leads, about 60%, are contacts for existing customers or existing leads. So, we end up with many duplicates that I merge once the lead has been updated with some activity.
I don't believe I'm doing this the most effecient way, so I'd like a couple thoughts on importing the leads in a different manner (I've heard some have created a custom record for leads that simply gets attached to a Customer/Company record once the lead is qualified).
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