Lofty has certain restrictions in place to avoid duplicates being added to the database as well as to make users aware of leads that are potentially the same person to avoid wasted efforts by any party involved. This feature cannot be deactivated and is built-in by default. There are four different situations where duplicate lead logic will apply:
- (a) when doing a CSV lead import into Lofty
- (b) when trying to manually add leads that are already in the system
- (c) when leads are added via email parsing
- (d) having a package that allows for duplicate leads as long as the account owner allows it
*The same lead email address can only be added ONE TIME per team regardless of whether it is a Team Lead or a Private Lead (see Lead Privacy: Team Leads vs. Private Leads) unless you have 'Manage User' permission enabled (Multi-team and Enterprise only) see Duplicate Leads for Multi-team and Enterprise Packages.
- (a) When leads are added via lead import
- (b) When leads are added manually
- (c) When leads are added via email parsing
- Merging Leads
- Merging Leads on the Mobile App
- Merging Permissions
- Adding Agents as Leads
- Duplicate Leads for Multi-team and Enterprise Packages
(a) When leads are added via lead import
Here are the situations when a lead would be considered a "duplicate" per Lofty's logic:
- If the CSV lead and the CRM lead both have the same email address
- The CSV lead and the CRM do not have the same email address, but. . .
- the lead's name and phone number are the same in the CRM and CSV
- the lead's name is the same in the CRM and CSV but neither has a phone number
- the lead's name is the same in the CRM and CSV but neither has a phone number and email address
When importing, there are two options available to select from after marching up the columns but prior to finalizing the import. Here is where both options will appear during the import process:
Option 1: Merge Leads
Selecting this option will merge the duplicates from the CSV with those that match already in the database per the four points listed above.
Merging will not update the following if it is different in the CSV. The primary lead will be the existing lead and will not have these fields overwritten.
- Pipeline stage
- Search Criteria (you are not able to import a CSV in order to add search criteria later, even if the existing lead has none already)
Merging will update the following if it is different in the CSV
- Lead Type. But only in certain instances: only 2 principles will change the lead type:
- if one of the two leads being merged is the lead type of "Buyer&Seller," then the lead type will be "Buyer&Seller" after merging.
- if one of the two leads being merged is the lead type of "Seller," and the other is not the seller (meaning it could be Buyer, Renter, Other), then the lead type will be "Buyer & Seller" after merging.
Option 2: Skip Leads
This option will simply make it so that leads that match the four points above will not even be imported into Lofty and will instead be skipped.
(b) When leads are added manually
As stated at the beginning, it's important to note that no two leads can be added to Lofty if they both have the same email address. In other words, if User1 adds a lead with the email <email@example.com> and then User6 tries to add a lead with the same email (<firstname.lastname@example.org>), User6 will be unable to do so because that email already exists. This is per team. If a user is on a separate team (using Lofty Enterprise Edition), the same lead can exist on each team, but both teams are completely siloed off and independent from each other.
However, if a lead is in the Lofty CRM and the criteria match either of the following situations, the system will notify the Lofty user that it might be a duplicate. They can then choose to act on that notification or dismiss it.
- if a lead’s phone (including a family member's phone) is the same as the other lead’s phone
- if a lead’s name is the same as the other lead’s name
This is seen in two different spots:
(1) When adding a lead manually via the People page. This is only triggered based on the phone number or email address.
(2) When looking at a lead profile that has triggered a duplicate. Here, the user can see the duplicate lead’s name and who owns the lead. If the user has access to both leads, they will have the option to merge the leads with the "Merge" button.
Another option is to choose two leads manually on the people page and then select the "Merge" button that appears on the menu at the left.
(c) When leads are added via email parsing
Many leads enter Lofty via email parsing when a new lead email alert from a third-party service is parsed into the Lofty platform automatically. If a lead is a duplicate, it will not be parsed into Lofty. The following are the most typical scenarios:
- Lead A and Lead B both have email addresses and they are both the same email address. This lead will not be imported into Lofty.
- Lead A and Lead B do not have email addresses, so the system will check the phone and name (first, and last). If the phone and name are the same, the lead will not be imported into Lofty.
- If a lead does not have an email/phone, it will not be imported to Lofty.
Keep in mind that even if the lead is not brought into Lofty via email parsing in the above scenarios, it will still trigger a "Back On Market" opportunity notification (see Opportunities > Back On Market).
When actually merging leads, the first question is to select the "Merging Mode" which offers the following options:
- "One of the leads is a duplicate."
- If this option is selected, the Lofty user will need to make a choice between which record is the primary record of the two. The other lead’s information will be merged with the primary lead. Lofty recommends considering selecting the "Primary Lead" as the one with the most communication logs (calls, emails, texts, etc.) as this is likely the main person who you have already been interacting with.
- "These 2 leads are family to each other."
- With this option, the Lofty user will have to make a choice between which record is the primary record of the two. The secondary record's information will be attached as a family member to the primary lead.
**IMPORTANT: If the Lofty user does not want to ever merge the duplicate leads, they can click the ‘X' on the right side. After the user confirms that they want to dismiss the duplicate reminder, the yellow prompt will never appear again on this lead. If lead A is a duplicate of lead B and lead C, the prompt will show up on one lead at random. After closing one prompt, another will appear for the other duplicate lead and will have to be dismissed if needed.
Merging Leads on the Mobile App
Lofty also supports the ability to easily merge leads from the mobile app.
When a lead is a duplicate, a message will appear at the top of the lead detail page:
By clicking the “Merge” button, the following options will appear at the bottom of the screen:
- Merge as Duplicates
- Merge as Family Members
- View Lead Detail
Users who do not have the "Access All Team Leads" permission (see Team Permissions) will not be able to merge duplicate leads or click on the duplicate lead to see their information. They will only be able to see the name of the lead and whose account it already exists in.
- For example, if a user does have the "Access All Team Leads" permission, they will see a message showing the lead's name as a hyperlink that can be clicked, whose account the lead is in, and the option to merge the lead.
- But if they do not have this permission, the message will simply show the lead's name but it is not a hyperlink. The message will, however, display whose account the lead is in.
Adding Agents as Leads
A user's email address can be used as both an agent/user login as well as an email address assigned to a "lead" in Lofty. Admins may be interested in adding their new team members as a way to provide them with training via an automated Smart Plan that they have built out. The email address can only be used one time per team as a lead as well.
Duplicate Leads for Multi-Team and Enterprise
We have a duplicate lead logic built-in for our Multi-Team and Enterprise Accounts. This allows for duplicate lead emails to exist on our larger platforms.
How to implement
- Team Owners and those with the "Team Features" permission can enable/disable
- The Company Owner, Company Admins, and those with the "Manage Lead Distribution > Entire Company" can enable/disable
Once this feature is enabled...
- If "Allow Duplicate Leads" is NOT enabled
The same lead email address can only be added one time per account regardless of whether it is a Team/Company Lead or a Private Lead. In other words, within a Lofty team, you are unable to add the same email address more than once–no exceptions.
- If "Allow Duplicate Leads" IS enabled, there are two options:
- Allow duplicate private leads
The same lead email address can only be added one time as a Team/Company the same lead email address can be added for every individual agent on one instance when added as a Private Lead for each of them. In other words, this new logic allows duplicate leads to be added as Private Leads only. You are still not able to add a duplicate email address to a Team/Company Lead, but individual agents can add a duplicate email address to a Private Lead.
- Allow duplicate company/team and private leads
The same lead email address can be added multiple times as Team Leads and Private Leads assigned to different agents.
The same lead email address can be added for every individual agent on one instance when added as a Private Lead or a Team/Company lead for each of them.
One agent can have a pair of the same email team lead and private lead at most.
- Note: When Team/Company leads go through routing, the Next Up method is selected. If the agent does not contact the lead on time, there may be a situation where the Lead is assigned to multiple agents according to priority. So when a Lead is assigned to an Agent, if there is a Team Lead with the same email assigned to the Agent, the Lead will not be automatically merged but will create a new Lead and give a Merge prompt.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <email@example.com>, by phone at 1 (855) 981-7557, or by chat with us through your CRM.