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 preferred.
- To delete a lead, click on the lead's phone number, and the "DELETE LEAD" option will be on the bottom right of the page. You can also 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 was texted in 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.
- 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. 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.