How do I avoid duplicate customers?
Search the customer list by mobile number before adding someone new. For loan leads, BizDue also checks the mobile, alternate mobile and email against existing leads and warns you when it finds a match before the lead is saved.
Related articles
- Adding and managing customers
- The Document Center: upload, find and open documents
- Sharing a document with a customer securely
- Asking customers to upload documents (Document Requests)
Can't find an answer?
Our team is happy to help. Customers can also raise a support ticket from Help & Support after signing in to their workspace.