Duplicate Leads Concerns with Round Robin and Lead Approval Process

Duplicate Leads Concerns with Round Robin and Lead Approval Process

It is great to have the Duplicate Lead Approval Process,  there are a few issues with the process that I would greatly appreciate taken consideration in enhancing.

It appears that
  1. A Lead comes in
  2. Lead owner assigned by the Round Robin
  3. Check for Duplicate, If the lead is a Duplicate
    • the Lead owner gets an email of a duplicate needs approval email
    • assign to the approval process
      This causes problems,
  1. The duplicate approval process is done by a different level person, they do not get the email notification
  2. The lead owner that receive the notification on a lead, can not approve the Lead
  3. The lead is a duplicate may not be valid and the users in the round robin has now lost there turn on a valid lead.
Consider adding this process: 
  1. A Lead comes in
  2. Check for Duplicate, If the lead is a Duplicate
    • assign lead owner to the person responsible for the approval process, send them the email notification
    • assign to the approval process
  3. If Duplicate Lead is Approved
    • update Lead owner assignment by the Round Robin
    • Update Lead Owner and Approve Lead
Question:
If you have an email workflow set up and you get a duplicate Lead, will the lead receive the workflow email when it is created o r only when the Lead has been approved?

I hope you will consider  changing this process, Our sale team is very upset that they are losing their turn on a duplicate lead and they are getting a email they can not do anything with it, but call our Admin. Does anybody else have the same problem?

this is a discussion, a question, idea and report a problem, not sure were to post.



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Moderation Update:
We have a separate post discussing the same and we have marked it as a parent post, to ensure discussions stay in a single place. Please follow the below thread to stay updated.
https://help.zoho.com/portal/en/community/topic/duplicate-leads-notification-help