Funnel checks a combination of three lead fields:
lead first name
lead last name
lead date of birth
If any differences are found, a duplicate will most likely be automatically created.
Common cases for duplications
There are common cases where duplicate leads may be created. Here are some examples:
Names are entered differently (such as an abbreviated version of a lead's name: 'Kate', then 'Katherine', or 'Kate', then 'Kate Ann'.)
The date of birth is entered differently/incorrectly
How to merge duplicate leads
We strongly recommend that any duplicate leads be merged rather than deleted.
You can learn how to merge duplicate leads here:
While this article is about lead matching, these articles may also be helpful for other types of duplications (guardians and families:
First / last name and date of birth are used to match leads
Different names used on forms (ie nicknames or full names) will cause duplicate leads
Always merge duplicate leads