I'm getting Duplicate People, Company, or Leads

People are uniquely identified with their Email Address.

Companies are uniquely identified with their Email Domain.

Leads do not have a unique identifier and will create duplicates.

 

If a Lead gets converted but does not have a email address or have a non-matching email address, it will create a duplicate contact in People.

If you import another People or Company record and the new record has a matching email address it will completely ignore the record.


Fix

Merge Duplicate records by selecting the box on the left and the hit the merge icon .

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Comments

  • Avatar
    leslies

    like this setup

  • Avatar
    Garrett Lauringson

    Is there any reason why Leads don't have functionality built into Prospect to check for duplicates? This would really help.

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