Managing Duplicate Leads

When a new lead is added, the system automatically searches your waitlist, inactives, offers, confirmations and started children, to find any potential duplicates.

Leads that are detected as a potential duplicate are highlighted blue in your leads summary grid (see image below).

When editing a lead, you will receive a warning advising you of a potential duplicate if the following pieces of information match against another request in the system:

• Email Address
• Mobile Number 
• Carer First Name
• Centre

A red warning message will occur on the edit pop-up window, and will provide you with a link to view the 'potential duplicate' (see image below). 

Example of Duplicate Warning:

** Kindly note, any lead form that is published on a public website will allow the family to make as many submissions as they wish. Duplicate warnings are only shown internally within the system. 

To proceed forward, you can either:

• Pause adding your lead, and view the duplicate(s) found in the system OR
• Continue adding your lead, and add in unique information (such as new child information)

Viewing Duplicate Leads:

If you click on the hyperlink "potential duplicate", you will be redirected to a summary table showing you all the possible duplicate founds for that particular record. Take special note of any child information and the current status; this will help you distinguish if the duplicate is a sibling. 

Click on the pencil icon if you wish to edit the duplicate found.