Why do duplicates happen in the first place?
A customer texts from a new number, fills out an ad form weeks later, then calls the receptionist. Without dedupe, that's three records — three histories, three follow-up sequences, three confused reps.
Glossary · Lead Deduplication
What is Lead Deduplication?
What is Lead Deduplication?
Lead deduplication detects when a new inquiry matches an existing lead, customer, or job — and merges or links instead of creating a duplicate. URBLD runs server-side fuzzy matching on phone, email, name, and address so the same person never spawns three records across SMS, ads, and calls.
How does URBLD detect duplicates?
A server-side fuzzy match scans phone, email, name, address, and conversation context. High-confidence matches auto-link; ambiguous matches surface in the Qualification Inbox for one-click merge.
What happens after a merge?
Conversations, files, payments, and AI actions from both records collapse onto the surviving record. The lifecycle ID and audit trail preserve full lineage.
Related modules
FAQ
Frequently Asked Questions
Straight answers about how URBLD runs the business end-to-end.
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