Reviewing and matching imported leads
After you import the lead data, you can review it and match the leads to already existing contacts and leads.
As part of the import, NexJ CRM attempts to match each imported lead to any existing leads and contacts. This provides advisors with a comprehensive view of the specific lead, and helps prevent duplication of information within the system. For each lead you are importing, you can review the suggestions and accept or override them before completing the import.
You also have the option of processing multiple leads at the same time. To do this, see Importing multiple leads at the same time.
To review and match the imported leads:
- If you specified Associate lead, then specify the lead or contact that you want to associate it with.
The Match column of the table updates to indicate the selected lead or contact.
You can only match your lead with a single contact or lead.
The lead is imported, and becomes available in the Leads workspace.
When you have completed processing all available the leads, the workspace for the imported lead set closes.
Lead matching logic
When you submit lead data for matching, NexJ CRM uses algorithms to determine which leads data is new and which data is duplicated in NexJ CRM and should be consolidated with an existing lead record.
The following table lists the data fields that are used by NexJ CRM to match imported leads and shows percentages for the quality of the match.
Lead matching data fields and match quality values
Data field | Match quality value |
---|---|
First Name | 15% |
Last Name | 15% |
Work Phone | 40% |
30% |
Before completing the import process, you will have the opportunity to review the imported lead data, and the match quality value, and to specify how to process staged leads. For example:
- If only the work phone number matches, the match quality is 40%. This is considered a low quality match, so you may choose to create a new lead.
- If an email address, work phone number, and at least one first name or last name match, the match quality is 85%. This is considered a high quality match, so you may choose to associate the imported data with the existing NexJ CRM lead or contact.