Merging Duplicate Leads

Through the People Database, Oktopost allows you to merge duplicate leads. Duplicates occur when the same person engages with your brand through different social profiles and Oktopost doesn’t have enough data to definitively connect two records. If the person has the same profile name, Oktopost will detect it and offer you an option to merge the lead with other similar records.

If one or more potential duplicate records are found, you will see a message inside the lead window saying: We found potential duplicates for this lead. View duplicates. By clicking on View Duplicates, you can access a listing of all potential duplicates. If you want to merge two duplicates, select the records, click Next, select the primary properties you wish to keep and click Merge.

Note that merging two lead records will not re-sync their activities with integrated systems.

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