En  Ar

Duplicate Leads Entries

Icon admin
< 1 min read

How are duplicate entries handled?

Email and phone number are two unique identifiers of information. If by any chance the same email or phone number is entered into the system, the system will identify this information as a duplicate and associate the information to the existing entity. It will prompt you to either merge or replace the records for the specific profile.

1. To see the duplicates that were recorded to your lead, go to the ‘Leads’ section.


2. Under the Leads List, choose the lead profile you want to view.

3. Click on the ‘Duplicates’ tab. Check each detail and choose which information you want to replace or merge.