Catches the same person entered as a Lead more than once. Contact details must line up exactly; only the company name is compared loosely.
# | Field | Matching method |
1 | Exact | |
2 | FirstName | Exact |
3 | LastName | Exact |
4 | Title | Exact |
5 | Company | Fuzzy: Company Name |
6 | Phone | Exact |
7 | City | Exact |
8 | Street | Exact |
9 | Website | Exact |
Filter logic:
(1 OR (2 AND 3 AND 4 AND 5)) OR (2 AND 3 AND 6) OR (2 AND 3 AND 5 AND 7 AND 8) OR (2 AND 3 AND 5 AND 9)
Two Leads are flagged as duplicates when they share an email address, or when the same person (first + last name) is confirmed by additional identifying details. In plain terms, two Leads match if any of the following is true:
Same Email, or
Same First + Last Name + Title + Company, or
Same First + Last Name + Phone, or
Same First + Last Name + Company + City + Street, or
Same First + Last Name + Company + Website