Duplicate Leads

Filtering for Duplicate Leads:

• Although you cannot filter for duplicate leads directly in Ringy, you can manage to do so by Generating a CSV file on the Leads page.
• Select the columns full name and phone number at minimum, choose Generate CSV File again, and then choose Download File once processed.
• Upon opening the downloaded file, click the top of the Phone Number column, typically the column letter, and then select sort by ascending or sort A-Z. Alternatively, you could also sort the name column by ascending order.
• This will allow you to locate duplicate leads on your Ringy account to then cross reference on your Leads page within Ringy. Use the "Enter name, phone number, or email" search field to locate the duplicates, and then proceed with deleting whichever duplication is preferred.
• To delete a lead, select the checkbox on the left of the lead, choose "BULK UPDATE LEADS" in the bottom right corner, then select, "Delete leads." 
• If you are unable to delete the lead, this means you do not own the lead. The account the lead originated from has ownership of the lead, and is the only one capable of deleting leads. Contact your supervisor that sent you the lead for further assistance removing the lead from your account. 

Ringy's Duplicate Protection: 

• Duplicate leads will be excluded when uploading a CSV file on the Leads page if the lead's phone number is affiliated with another lead that is currently in your account in the past 30 days, or if the lead’s phone number was texted from your account within the past 30 days. Even if you delete the leads, you cannot upload them again if they were already texted within the past 30 days. Additionally, if the same phone number is listed for multiple leads within that same file being uploaded, it will only upload 1 of those leads. If a lead in your CSV file doesn’t have a phone number set, Ringy will check to see if a lead with that email address was already created in your account in the past 30 days and exclude it if so.
• Duplicate leads will be excluded from integrating directly from a lead vendor if the lead has already been received on the account within the past 30 days, determined by the lead's phone number or email address if the phone number isn’t set. If a lead vendor is set to distribute leads to multiple agents in a cycle, it will only consider if the lead was received in your account already if the lead is being posted to you via the distribution cycle. Duplicate protection will not take into consideration if anyone else also in the distribution has already received the lead within the past 30 days.  

• Navigate to the My Analytics tab of the Reports page, and scroll to the bottom to find a Rejected Leads report. This report will identify the following regarding why your leads did not process after uploading a CSV file or integrate directly from a lead vendor:

  • Lead's phone number or email address that did not process
  • The associated lead vendor
  • The reason the lead did not process
    • For example, "This phone number is associated with another lead in your system in the last 30 days " i.e. our duplicate protection prevented it from processing.
      
  • The associated received on date or upload date