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August 21, 2013
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Is there a filter for existing leads?

  • August 21, 2013
  • 3 replies
  • 1099 views
I want to check the leads in a static leads against any possible duplicates in our databse. Is there a filter for 'existing leads' that I can use? Or a workaround? Thanks.

3 replies

New Participant
February 24, 2020
No text available
August 28, 2013
Vikki, Did you re-post this in discussions? If so, I'll delete this.

Please let me know!
August 21, 2013
Vikki, please create a Discussion for questions like this, rather than an Idea; otherwise, you'll just get votes and few answers :0)

You can use the Duplicate Fields filter to find existing records that have the same value in a few key fields (e.g. Full Name, Email Address) as your list.