If you are interested in finding duplicates for a specific list or campaign, you've come to the right place! This process will help you streamline your duplicate detection so you don't miss anything.
First, in order to find this section, go to:
MANAGE > LISTS > Click on the list you want > DEDUPE
Here you can decide the criteria for your deduplication. Whenever you are in lead view, you'll get a warning sign if the lead you're looking at has a duplicate:
The first two options are matching on phone number and on email. Both are switched on for every new list, so unless you change them, two leads sharing any phone number or any email address are already being reported as duplicates. Untick either one to stop matching on it:
If you want to match duplicates on a custom field you created for a lead, we have that too!
You can choose any custom field that you have created and use it to find duplicates based on that. For example, if you would like to find leads that have the same information in the "company" field, you'll be able to do that by choosing "company" in that drop down menu.
Last but not least!
If you click on internal only, two things will happen:
It will only look for duplicate leads within the same list
when you're in lead view looking at the colleagues tab, you'll only see colleagues in that list. This means that if this box is NOT checked, you'll see colleagues associated to that lead, for all lists available.