Duplications happen in any CRM, but with Funnel, there are ways to reduce the likelihood of duplicate leads and guardians.
The matching process
Funnel checks certain lead and guardian fields against existing records to determine whether or not there is a match. If there is a match, Funnel will add to the existing record rather than creating a new record.
If a parent/guardian supplies incorrect information, this may prevent a match, and you will end up with a duplicate record.
For more details about the matching process, please see:
How to reduce duplicate records
To reduce the likelihood of duplicate records, you can review your forms using the form editor and ensure you have the following fields included in your forms:
Lead Date of Birth
To further reduce the likelihood of duplicate records, you can make the following changes to your name fields:
Add optional middle name fields for leads and guardians
Ensure the label on your first name field says “First Name”, rather than “First Names”
Consider adding help text encouraging the use of their legal name, rather than an abbreviated version (you could also add fields for “Preferred Name”)
How to merge duplicate records
If you do have duplicate records, you can merge them:
If you need help merging specific records, please get in touch with our Support Team.
If you need training or want to discuss duplications further, please get in touch with your Customer Success Manager.