Duplicate Lead Management & Cross-Campaign Outreach Prevention

Customer has two lead lists in separate campaigns and is concerned about potential overlaps, specifically wanting to prevent duplicate contacts from being reached by multiple sequences. The customer has observed duplicate contact information (shared names/companies) within these lists and seeks to clean them up directly within Sendr, without exporting. While Sendr offers automatic deduplication during CSV import and via Lead Finder (preventing duplicate additions and charges), the customer is looking for a solution to manage duplicates across *active sequences* in different campaigns. The bot was unable to confirm a global cross-campaign block for active sequences or a documented manual tool/UI path to check for overlaps in active lists. The bot suggested using Data Studio for searching, filtering, deleting, and merging rows, but specific UI steps for duplicate cleanup and applying filters (e.g., 'Full name' filter, which is only available in Lead Finder) were not detailed in the documentation. The customer also inquired about Engagement Filters, but the exact navigation and configuration steps in Data Studio were not documented. The customer has been escalated to a human agent for direct assistance with account configuration, Data Studio UI navigation for engagement filters, and duplicate contact cleanup.

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Upvoters
Status

In Review

Board
πŸ’‘

Feature Request

Date

18 days ago

Author

Christopher Thanisch

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