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. Click Run the Test during the Manage Duplicates step while importing leads.
  2. Review this information:
    • Leads Searched
    • Potential Duplicates
    • Projected Duplicate Rate
  3. Click OK.
Related topics