How to Allow or Prevent Duplicate Contacts

Modified on Sun, 04 Dec 2022 at 08:38 PM

This tutorial will show you how to allow or prevent duplicate contacts within the system. To learn more about importing contacts, visit the article "How to Import Contacts" for step-by-step guidance.

Navigate to Settings > Business Info > General. Check or un-check the box to allow or prevent duplicate contact records.

If allowed, 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: If "Allow Duplicate Contact" is on, and you try to import a bulk upload, an error will occur.

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