How to Allow or Prevent Duplicate Contacts
Erasne
Last Update 7 bulan yang lalu
ABOUT THIS LESSON
This tutorial will show you how to allow or prevent duplicate contacts within the system. To learn more about importing contacts, visit the article "How to Import Contacts" for step-by-step guidance.
Navigate to Settings > Business Info > General. Check or un-check the box to allow or prevent duplicate contact records.
If allowed, the duplicate contact will only work when the system receives a lead from a form or Zap, when leads can be imported one-by-one.
NOTE: If "Allow Duplicate Contact" is on, and you try to import a bulk upload, an error will occur.