The deduplication of Leads is not an exact science. It will require multiple passes of the deduplication wizard to clean out the various types of duplicates. Below we have listed a sample methodology for removing Account dupes in a multi-stage process:
- Run your first deduplication on a very specific criteria that will produce known duplicates. For example, if you used First/Last Name, Email, and Lead Phone you would generate a list of duplicates that you will be close to 100% sure are true dupes. You may even want to automatically de-dupe these account specifying that the ones with the greatest # of Tasks and Events become the master Contact.
- Run your next few deduplications on gradually reduced criteria. You will need to pay more attention to the names of the Leads that are found and you will definitely want to "Double-Click" on the Leads names to see a detailed view of the Leads . Use a "Fuzzy" match last as it will require you to preview all potential duplicates.
