Duplicate Prospect Entries
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 Prospect, go to the ‘Prospects’ section.
2. Under the Prospects List, choose the Prospect profile you want to view.
3. Click on the ‘Duplicates’ tab. Check each detail and choose which information you want to replace or merge.