Duplicate leads are leads with the same contact details (like phone number or email) that appear more than once in the system.
Step 1: Access the Duplicate Lead Report
- Log in to your OP account.
- Go to the Reports section from the main menu.
- Click on the “Duplicate Lead Report” option.
Step 2: View Duplicate Records
- The report will display all detected duplicates.
- Duplicates are identified based on matching phone numbers or email addresses already existing in the system.
Step 3: Filter by Date
- On the left side of the screen, use the date filter to narrow down duplicate records by a specific time range.
Step 4: Download the Duplicate Report
- Click the Download button located bottom of the report page.
- The report will be downloaded as an Excel (.xlsx) file for easy review.
