The system automatically checks for duplicates and invalid data upon creation or import.
Duplicate Check #
Detects matching phone numbers or email addresses
Prevents multiple entries from different channels for the same contact
Displays a “Duplicate Lead” warning with options to merge or ignore
Validation Rules #
Phone numbers must follow international format (+971, +966, etc.)
Email addresses are validated through regex checks
Invalid leads are flagged as “Invalid Lead” and excluded from performance reports
