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 displayed next to the Utilities icon in the secondary menu.

Processing duplicates

Since contacts can be imported or synchronized from multiple sources, it is possible that contact records that are already in your IXACT Contact contact list will come in again from another source. The processing of imported and synchronized contacts allows you to easily identify and eliminate these duplicate contact records. Duplicate contacts are identified with an asterisk in the leftmost column in the list. A contact is identified as a duplicate if there is an existing contact with the same first and last name, or the same email address.

If you know that there are no duplicates, just click Accept All to easily move all imported and synchronized 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 secondary menu in the top right corner.
   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.
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 status of New/Unqualified. All other contacts are added with a contact status of Unassigned.

   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.