How to Allow or Prevent Duplicate Contacts?

Ryan Alex

Last Update 2 ปีที่แล้ว

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.

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