How to Work With Dedupe Feature

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Leads deduplication is a feature that allows you to decline leads that already exist in the system for a certain period of time. You can set it up based on Leads Profile fields to compare (such as Email, Phone etc) as a Global rule or for specific Affiliates/Advertisers.


Let us show you how to do that

1. Go to Gear Button -> CRM Settings


2. Press on Leads Deduplication

  1. Select Unique Field

    • Email or Phone are most common, but you can use any other field based on your needs

  1. Select to whom apply - Affiliates, Advertisers or both

  1. Select Affiliates or Advertisers

    • Or check Global box so the rule will be applied to all Affiliates (note that it only works for affiliates, advertisers still should be selected)

  1. Set the Interval for each of them (Affiliates and Advertisers)

    • Interval of 3 hours means that lead will not be able to register again in next 3 hours after initial registration.

  1. Set the rule as active on the bottom left corner of modal window

  1. Press Submit