Nothing demotivates a sales team faster than two reps calling the same client or fighting over commission credit. MrCAPI includes a built-in 30-day Duplicate Registry that automatically checks every new inquiry against your existing database.
1. How Duplicate Matching Works
Whenever a new inquiry arrives via Web Forms, Facebook Lead Ads, or API:
- Database Lookup: MrCAPI instantly scans for existing records with matching phone numbers or email addresses within your organization.
- Active Lead (Within 30 Days): If a matching lead was created in the last 30 days, the new message is automatically appended as a timeline note on the original lead record. The assigned rep is alerted immediately.
- Expired / Lost Lead (After 30 Days): If the previous lead was closed as Lost more than 30 days ago, MrCAPI treats the prospect as a fresh opportunity and enters them into the round-robin queue.
2. Resolving Ownership Disputes
If two reps claim ownership of a lead:
- Managers can open the Lead Activity Audit log on any prospect detail view.
- The log displays the exact timestamp, original source, assignment rule, and full message history—making ownership resolution clear and objective.