How to Avoid Prospect Duplication Across Multiple Accounts in SalesRobot
In Sales Robot, there are two ways to avoid prospect duplication across multiple accounts:
If you have multiple accounts with the same tag, Sales Robot will skip prospects that are already in any of those accounts. This option is useful if you have multiple accounts for the same team or manager.
This option will skip prospects that are already in any account, regardless of the tag. This option is useful if you want to avoid prospect duplication across all of your accounts.
To enable either of these options, go to Settings > Configurations > Prospect Setting. You can select both options or just one.
Please Note:
The prospect will be skipped before adding to the campaign.
Skip account with the same tags:
If you have multiple accounts with the same tag, Sales Robot will skip prospects that are already in any of those accounts. This option is useful if you have multiple accounts for the same team or manager.
Skip in all accounts:
This option will skip prospects that are already in any account, regardless of the tag. This option is useful if you want to avoid prospect duplication across all of your accounts.
To enable either of these options, go to Settings > Configurations > Prospect Setting. You can select both options or just one.
Please Note:
The prospect will be skipped before adding to the campaign.
Updated on: 30/08/2024
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