How can I prevent duplicate leads from being added to my Ricochet account? : Ricochet360 Support

How can I prevent duplicate leads from being added to my Ricochet account? Print

Modified on: Wed, Apr 21, 2021 at 2:18 PM

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1. To enable the setting to prevent duplicate leads from posting into Ricochet, click Configuration

2. Click Company Settings

3. Click Lead Distribution & Lead Settings section

4. Click the checkbox for Prevent duplicate leads

5. Choose the first option to prevent duplicate leads created within 24 hours.

6. Choose the second option to prevent duplicate leads created over all time (not just within the 24 hour window).

7. Scroll down to the bottom and click Save

8. Wait for the green confirmation to appear and your settings will be applied.

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