Hello I'm hoping someone else has encountered this problem before. I am seeking input on our current approach to managing duplicate leads. Currently, when a lead returns, even after several years since their initial interaction, they are merged with their original lead entry. However, this method is posing challenges as our reporting and operations rely heavily on the Lead 'Create Date'. How are other customers handling leads that revisit?
Devil's advocate but wouldn't you want duplicate Leads to merge because ultimately unless you're not using Opportunities, that is where metrics should exist for whether sales actually happened. Ten separate Jim's who come in as Leads don't tell you as much as one Jim and ten Opportunities where that information should be captured.
