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When we run webinars, we have a list of over 100 leads that attend the webinar and need to be put in Salesforce. I can of course import the list, but then if any of those leads are already in Salesforce, we'll get duplicates.

 

Is there a simple way to import that list without producing duplicates? Or do I have to manually search all 100 of the leads to see if they're already in Salesforce?

 

Thanks.
1 answer
  1. Aug 1, 2012, 12:48 PM
    No simple way to do this. There are tools out there like CRM Fusion's Demand tools that make this really simple, but it's costly. Other options are to do your own data scrubbing before loading by exporitng all of your leads to something like MS Access and running qieries to identify dupes.
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