LeadSimple will automatically detect duplicate leads when a new lead matches any of the following criteria with an existing lead.

  1. Email match
  2. Phone number match
  3. Name AND Zip (Must be both) match

If a lead is flagged as a duplicate here's what happens:

  1. The lead skips the notification order and is automatically assigned to the agent assigned to the original lead
  2. The originally assigned agent is sent an email notice that contains any new comments left by the lead
  3. The lead is placed in the stage Duplicate and a 'Duplicate' tag is added to the lead record.
  4. The option to merge the duplicate leads will be put on each duplicate's lead record (see screenshot below).
  5. Leads will not receive any auto-emails or text messages set to send out from your stages/workflows.

This feature prevents duplicate leads from being sent to the wrong person and creating confusion. You can filter out duplicate leads using filters from the leads page.

Did this answer your question?