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 if in Step 6 of the upload process you choose to "Skip any leads that share the same phone number or email as a lead already in my account" as well as "Skip any leads I have texted recently." These options will be selected by default for 30 days, which you can change to 60, 90, or 120 days instead if preferred. You are able to unselect these options if preferred to bypass our duplicate protection.
- If the same phone number is listed for multiple leads within that same file being uploaded, it will only upload 1 of those leads.
- 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.
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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.
- 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
Duplicate Protection Work Around
We understand there are circumstances in which you may have deleted leads improperly integrated or uploaded that you are attempting to load once more in your Ringy account. You are able to upload those leads via a CSV file, and in Step 6 of the upload process where you determine "Duplicate settings" can uncheck the options to "Skip any leads that share the same phone number or email as a lead already in my account" as well as "Skip any leads I have texted recently." By unselecting those options, our duplicate protection will be bypassed, allowing your leads to process regardless.