Requires administrator rights or the following permission: Duplicate check |
You can perform a duplicate check after you've uploaded leads to campaigns. Beware that this action is irreversible!
Go to Leads in the menu on the left and choose Duplicate check.
Choose which Type of duplicate check you'd like to perform - either Duplicates on individual campaigns or Duplicates across campaigns.
Subsequently, choose if the duplicate check should apply to duplicates All campaigns or Individual campaigns. If you choose to run the duplicate across 'All campaigns,' the check will run across every campaign in Adversus. If you choose ' Individual campaigns', you will be prompted to choose which campaigns you would like to check (the system will then check each selected campaign individually for duplicates).
Under Data field, choose which field you'd like to duplicate check against. It's recommended that you select a unique field, such as a phone number or customer number.
Finally, choose whether to keep leads you do not want to delete based on their status (if duplicates are found), e.g., Success and Not interested.
*NB You cannot fully control which leads will be deleted if duplicates are found (outside of chosen statuses). For example, if you choose Success and Not interested as the statuses to keep, but a duplicate exists in Unqualified or Invalid, the system cannot guarantee which duplicate will be removed.
When everything is set, click Delete duplicates at the bottom. Adversus now runs a duplicate check and will send you (the user who performed the duplicate check) an email with the number of duplicates detected and removed.
NB: Adversus only removes duplicate leads from the campaigns, not the contact pool.