Follow

LeadManager: Duplicate Management: Add/Edit Duplicate Management Program  

 

TOPICS COVERED IN THE ARTICLE:

  • How to add and edit a Duplicate Management program

 

  

ENVIRONMENT:

  • LeadManager – Advanced Edition only

 

 

 

STEP BY STEP INSTRUCTIONS:

 

NOTE: Duplicate Management is a feature that must be enabled at the client level by an account manager

 

Adding new Duplicate Management Programs and editing existing ones are done using the same pages in LeadManager.

 

The first thing you need to do is to create duplicate management program to determine which leads will be checked for duplicates. 

 

  1. On the Duplicate Management Page, click the Add New Program button

add_duplicate_mgmt1.jpg 

  1. Give the program a Title
  2. Click Save

add_duplicate_mgmt2.jpg 

 

  1. After clicking Save, additional fields and four new tabs will appear:
    • Which incoming leads should be checked?
    • What are the rules for identifying duplicates
    • Auto Reconciliation Rules
    • Merge Rules

 add_duplicate_mgmt3.jpg

 

  1. The Enabled checkbox and Reconciliation radio button will also appear. Leave these with their default values
  2. Click the Which incoming leads should be checked?Tab

 

 add_duplicate_mgmt4.jpg

 

  • This tab allows you to configure which leads will be checked by this program upon entering your system. Configuration is done by setting filters. Setting filters here is the same process you would use in creating filters for distribution programs or send conditions for emails.

 

 

Example

For example, let’s say you want to check all leads from the state of California for duplicates. Here’s how to set a filter that that catches all leads that enter the system with CA in the state field.

 

  1. Select Statefrom the Column pulldown

 add_duplicate_mgmt5.jpg

 

 

  1. Select Equal to from the Operator drop-down menu

 add_duplicate_mgmt6.jpg

 

  1. Select CAfrom the Value pulldown

 add_duplicate_mgmt7.jpg

 

  1. Click theAdd Filter button

 

  add_duplicate_mgmt8.jpg

 

 

  1. Your filter now appears at the bottom of the form. You may add multiple filters. Only leads meeting all these criteria will be checked for duplicates by this program

 add_duplicate_mgmt9.jpg

 

In this example, the program will only check leads from California as potential duplicates

 

  1. Next click the What are the rules for identifying duplicates?Tab
  2. On this tab, you will configure which fields the program will use to identify duplicate leads
  3. Select criteria from the Available Fields list
  4. Click the Add button

 

 add_duplicate_mgmt10.jpg

 

  1. Appearing now in the Identify Duplicates By list, these fields will be compared to determine the presence of duplicate leads

 add_duplicate_mgmt11.jpg

 

 

  1. Use the filters on this tab to configure which existing leads you want to check against for duplicates
  • For example if you do not want to check against leads that are in the Closed status, set the filter “Status - Not Equal to - Closed”

add_duplicate_mgmt12.jpg 

 

  1. When you are done, click the Return to Programs button

 add_duplicate_mgmt13.jpg

 

  1. The steps to edit an existing Duplicate Management program are the same, except instead of clicking theAdd New Program button, you click the Edit link in the Options column on the Duplicate Management

 

add_duplicate_mgmt14.jpg 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk