How to Allow or Prevent Duplicate Contacts

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

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

If allowed, the duplicate contact will only work when our software 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.