How to stop duplicate leads being imported?

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  • ryan@bwd
    replied
    Originally posted by victor
    In Administration > Entity Manager > Lead > Edit > Duplicate check fields, add the Account Name field

    Click image for larger version Name:	image.png Views:	0 Size:	77.0 KB ID:	114823

    During the import, EspoCRM will tell you about duplicates that you can remove:

    Click image for larger version

Name:	image.png
Views:	57
Size:	51.5 KB
ID:	114824
    Many Thanks Victor

    Your help is much appreciated

    Thank you

    Leave a comment:


  • victor
    replied
    In Administration > Entity Manager > Lead > Edit > Duplicate check fields, add the Account Name field

    Click image for larger version  Name:	image.png Views:	0 Size:	77.0 KB ID:	114823

    During the import, EspoCRM will tell you about duplicates that you can remove:

    Click image for larger version

Name:	image.png
Views:	57
Size:	51.5 KB
ID:	114824
    Last edited by victor; 02-06-2025, 11:35 AM.

    Leave a comment:


  • ryan@bwd
    started a topic How to stop duplicate leads being imported?

    How to stop duplicate leads being imported?

    Hi

    When I import leads, I do not want any duplicate Account Names to be imported. How do I stop this happening?

    Thanks
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