How to Allow or Prevent Duplicate Contacts

July 31, 2024•0 min read

This tutorial will show you how to allow or prevent duplicate contacts within BILT. To learn more about importing contacts, visit the article "How to Import Contacts" for step-by-step guidance.

Navigate to Settings > Business Profile> Contact Deduplication Preferences. Check or uncheck the box to allow or prevent duplicate contact records.

If allowed, the duplicate contact will only work when BILT receives a lead from a form or Zap, when leads can be imported one-by-one.

NOTE: If "Allow Duplicate Contact" is on, and you try to import a bulk upload, an error will occur.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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