🔬 How to Allow or Prevent Duplicate Contacts?

Administrator

Last Update één jaar geleden

Go through this tutorial to allow or prevent duplicate contacts within the system. For step-by-step guidance on importing contacts, visit the article "Importing Contacts".


Navigate to Settings > Business Info > General.


Check or un-check the box to allow or prevent duplicate contact records.


 After allowing, 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: When "Allow Duplicate Contact" is On, an error will occur if you try to import a bulk upload.

Was this article helpful?

0 out of 0 liked this article

Still need help? Message Us