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Contact Management

How to Identify and Filter Duplicate Contacts
Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merging Contacts Global Search Creating Segments Creating and Saving Contacts filters Integrating LeadCenter with Catchlight Managing Notes Note Templates Defining Family Relationships How to Identify and Filter Duplicate Contacts

Contact Management

Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merging Contacts Global Search Creating Segments Creating and Saving Contacts filters Integrating LeadCenter with Catchlight Managing Notes Note Templates Defining Family Relationships How to Identify and Filter Duplicate Contacts

How to Identify and Filter Duplicate Contacts

LeadCenter automatically captures contacts from various sources, including form submissions, calendar bookings, phone calls, and text messages. When a new contact is captured, the system attempts to identify duplicate contacts based on the following criteria:

  1. Primary Email, OR
  2. Primary Phone

Family members are excluded from duplicate detection because many families and spouses share the same email address or phone number.

Merging duplicate contacts

LeadCenter provides an option to merge duplicate contacts. For more details, visit Merging contacts in the Help Center.

Creating a report of duplicate contacts

You can use customer segments to generate a filtered list of duplicate contacts. Follow these steps to create the report:

  1. Go to the segments page in LeadCenter to create a new segment. For more details, visit Managing segments in the Help Center.
  2. Create a new segment and name it Duplicate Contacts.
  3. Under conditions, add the following settings:
    • Only continue if: Possible Duplicate
    • Condition: (Boolean) Matches
    • Value: Yes
  4. Click Save.
  5. Navigate to the Contacts dashboard.
  6. Click the Add filter button.
  7. In the filters screen, click on the Advanced Filter button.
  8. Click Choose a saved segment.
  9. From the dropdown menu, select Duplicate contacts.
  10. Click Apply.

This will create a list of all duplicate contacts in the system. You can save this filter to use it later.

March 2025 Update: A new configuration option, coming in Q2 2025, will allow you to customize how LeadCenter identifies duplicate contacts.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call     (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.