Log new lead with contact details

I have a new lead from an inbound web form: Maya Patel, Senior Buyer at Greenline Logistics, email maya.patel@greenline.com, phone 415-555-0198, requested a demo for our logistics module. Log this lead so the team can act: capture company Greenline Logistics, set source to Website, add the demo note, assign to me, and flag follow-up within two business days.

Before I log Maya Patel as a lead, make it easy for the next rep to decide whether to pursue: surface company size and industry, pull any existing matching account or contact, show prior inbound activity, and flag anything risky like a competitor domain or a catch-all email.

A web-form submitted Maya Patel from Greenline Logistics. I searched and found no exact match but Greenline appears as a dormant account from 2019. I’m worried I’ll duplicate and confuse the account owner. Recommend whether to create a fresh lead or reactivate the old account, and the safest steps to prevent duplicate contact records.

This keeps happening: web leads create duplicates and reps chase non-current contacts. Where are we losing time and credibility in the intake process, and what habit should we change so the first rep either reuses existing accounts reliably or marks a clear reason to create a new one? Suggest one checklist item and one short gating step to reduce duplicates.