Duplicate Leads got you down? Learn how to use Freedomsoft's Duplicate Lead Manager. You can not only find any duplicates in your account but then you can also manage them with multiple merge options. Duplicates are a reality as a real estate investor which is why we made managing them super simple inside of FreedomSoft.
Select a List of Leads > hover over More > select Find Duplicates
The duplicate lead finder will prompt you to select the fields you want to use to search for duplicates, such as:
> Property Address
> Mailing Address
> Phone Number
> Primary Contact
> Owner of Record
Once the duplicate finder completes its run, you'll see a display of the results on your dashboard offering you several options.
1 - You can re-run the search
2 - You can view duplicate leads
3 - You can merge duplicate leads
4 - You can delete duplicate leads
Merging and Deleting duplicates gives you the option to use either the oldest lead, or the newest lead as the control.
If there is no data in a field on your control record, but there is data in that field on a merging record, the merging data will be placed into that previously empty field. When merging data, you'll end up with one complete record merging all information together.
If you DELETE DUPLICATES, it's a very simple concept.
I know you'll LOVE this new tool and it will help you take your lead management to the next level.