Duplicate leads are two or more leads we think is the same lead.
We match leads based on phone numbers and email addresses, and if we find matches, we mark the matching leads as duplicates. Duplicate warnings can also appear due to misconfigured fields. For example, if fields like "Email open" or "Email bounced" are incorrectly configured as 'Email' type instead of boolean types such as 'Yes/No' or 'Standard,' the duplicate detection system may flag entries unnecessarily.
You can change the way we match for duplicates from your list configuration. To adjust duplicate detection settings, access the configuration page for your list and open the 'dedupe' settings tab. Here, you can modify detection criteria to skip certain data points like phone numbers or use other more reliable data points, such as email addresses, to define duplicates more precisely.
Best Practices for Avoiding Duplicate Warnings
Regularly audit your field settings to ensure all fields are correctly assigned appropriate types.
Test adjustments on a sample list to ensure configurations work as intended before applying them system-wide.
Use specialized field types, such as 'Company' for grouping by organization, to reduce erroneous matches.
You can view and manage duplicates from Manage => Duplicates or when viewing the individual leads (when calling them).
Whenever a lead has one or more detected duplicates, myphoner shows a duplicate tab when viewing that lead. From the duplicate tab you can decide how to handle the situation, either by deleting one or more leads, merging them or ignoring the problem. Understanding why duplicate warnings appear can help ensure accurate handling. Misconfigured fields, such as assigning the wrong field type, may result in unnecessary duplicate warnings, highlighting the importance of reviewing list configurations.
See also Merge (two leads).
The duplicate warning tab let you easily compare and handle duplicates.
Note: As a manager, you can bulk deduplicate leads instead of working them 1 at a time.