The New Lead form watches the email and phone as you type. On a match it does not block; it explains that this will add a new opportunity to the existing customer rather than creating a duplicate, and prompts for a Business Name to tell the two apart. Siblings render as their own cards on the board and can move through stages independently.
Also called: repeat customer · second building for the same guy · same email two jobs
- 1Matching is country-code aware on the phone as well as exact on the email
- 2A sibling gets its own local id and shares the customer's CRM identity
- 3The board's dedupe logic pins an opportunity to a specific contact, so an estimate on one sibling no longer hides the other
- 4The save button changes to read 'Add opportunity to <first name>'
A repeat customer building a second structure hit a wall: adding them again either created a duplicate contact or was blocked outright as a duplicate. Adding a lead whose email or phone already exists now offers to attach another opportunity to that person instead. Making that work meant reworking duplicate suppression by precision — a deal pinned to one specific person suppresses only that person, not everyone who shares an upstream CRM identifier — because otherwise one project's estimate hid the same customer's other project entirely. Phone matching exists for the case that forced it: one person with six separate enquiries and no email address on any of them.
- Duplicate blocking preventing legitimate repeat business
- A second opportunity being hidden by the first one's estimate
- No way to tell two jobs for one person apart
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
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