Processing Imported or Synchronized Contacts

If you have imported, lead capture or synchronized contacts that have not yet been accepted into your contact list, these contacts will appear in the Imported and Synchronized Contacts list in the Utilities area.

Note: The number of contacts in this list is also identified at the bottom of your Home page as a reminder.

Processing duplicates

Since contacts can be imported from multiple sources, it is possible that contact records that are already in your IXACT Contact contact list will be imported again from another source. The processing of imported contacts allows you to easily identify and eliminate these duplicate contact records.

If you know prior to the import that there are no duplicates, just click Accept All to easily move all imported contacts to your contact list.

Upon mass accepting contacts, Team Leaders and Administrators have the option to assign one or more team members visibility to the contacts.

To process your pending contacts:

1.   Click Utilities in the top navigation bar.

The Source column lets you know where each pending contact came from. For contacts that came via lead capture, click View Comment to see the comments entered by the lead. If necessary, use the Contacts list in the left column to compare your pending contacts to your actual contact list in order to check for duplicates.

2.   If a pending contact is a duplicate, click Reject. Otherwise, click Accept to move the contact directly into your contact list, or click Update to open the contact for editing before saving it to your contact list. Contacts entered via lead capture are added with a contact type of Prospect. All other contacts are added with a contact type of Client.

Note: If the pending contact is a duplicate but has more complete information that the existing contact, you may want to accept the pending contact and then delete the existing one. However, please remember that all other information entered for the existing contact (i.e. properties, notes, Keep in Touch events, etc.) will also be deleted.

If you are a member of a team, in order to reject pending contacts, the Team Leader will need to grant you permission to delete contacts.

3.   If your contact list is empty or you know that there are no duplicates, simply click Accept All.