It seems best to set the option to not allow dupes then hand merge when we get an email notification. But, what's the best way to record this lead activity within the lead itself so we can report out on who is doing/downloading what? Is it an Activity? Since we will want to have an email sent out to confirm their download with a link, would it be a campaign instead? I am assuming we can use a workflow to update non dupes, then manually enter the correct information to kick off the workflow for when we merge dupes.
Is the answer different if we start using SalesIQ, and if so, how?