Importing Leads - Testing for Duplicate Records

Use this view to preview the number of potential duplicates and errors before you import a list of leads. If you have a large number of potential duplicates, adjust your match filters so that only duplicate records are found.

Note: When importing a large list, only the first one hundred records are tested.

To find:

  1. When importing leads during the Manage Duplicates step, click Run the Test.
  2. Review the following information:
    • Leads Searched
    • Potential Duplicates
    • Projected Duplicate Rate
  3. When finished, click OK.
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