How does the company’s duplicate control work?

Published by Karine on

That’s it, you have switched to the ProspectIn Enterprise plan. Nothing better to manage your different accounts from a single platform. 😎

Prospecting with multiple accounts is very effective. However, it is very important to avoid prospecting the same person several times! We have therefore implemented a duplicate control in the enterprise system. In order to avoid contacting the same prospects several times with your different accounts.

How the duplicate security works with ProspectIn

First duplicate rule

When exporting your prospects via the export pop-up from ProspectIn, a small button allows you to export only profiles that are not already present in the CRM of another member of the company.

When this button is activated : If a profile from a LinkedIn search is already present in a CRM of a company member, this prospect will simply not be exported. This prevents it from being in several CRMs at the same time, risking to contact him several times with different accounts.

When this button is not activated, duplicates between the different CRMs of the members making up the company will be possible.

Second duplicate rule

When you add an account in the company staff, a retroactive control of ProspectIn duplicates takes place in order to allow you to exclude the profiles present more than once in all the CRMs of the members composing the company.

The interface for checking duplicates appears on the “manage” page of the company and offers you several possibilities:

  • A quick and intelligent sorting system allows you to remove all duplicates present in the different CRM in one click, to keep only one prospect per CRM. The most “advanced” prospects with the account are kept (ie if a message has been sent to account A and just a connection request with account B, account A keeps the prospect).
  • Manually choose which account should keep which prospect.
  • You can also choose to keep all or part of the duplicates.

Well, you know everything about the duplicate control of the Enterprise system, if it is still not clear to you, do not hesitate to contact Margot on the chat, she is very reactive.


Guillaume

Chief Operating Officer @ ProspectIn 😎

Categories: Tutorials