How new leads arrive, and how duplicates are caught
Business DevelopmentVP of Sales
Transcript
- This video shows how new leads arrive in the Hub, and how it avoids creating the same account twice.
- The Apollo ingest log records every contact a run brings in, and the decision taken for each one.
- Group the log by decision to see the outcomes: new lead, pending review, and skipped duplicate.
- New lead means Apollo created a lead in your pipeline. Pending review means the contact waits for someone to decide.
- Skipped duplicate means the person already exists in the Hub, so no second lead is made.
- The record links to the lead that already holds this contact, under Created Lead.
- Dedup Candidates holds new leads that only look like an existing account. An administrator merges them, or keeps both.
- The block list stops chosen companies and people from coming in again.
- In the pipeline, a new lead from a run starts in the Apollo stage. Open it to work it.
- When the prospect is ready to buy, Convert to Customer creates the customer account and sends it to NetSuite.
- That is how new leads arrive, and how duplicates are caught.
Every contact gets a decision
Section titled “Every contact gets a decision”The Ingest Log (Cabeau Tools > Apollo > Ingest Log) records what happened to each contact Apollo found:
| Decision | Meaning |
|---|---|
| New lead | A lead was created in the pipeline |
| Pending review | Waiting for someone to accept it |
| Enriched partner | An existing customer record was updated with Apollo’s details |
| Skipped duplicate | The contact already exists in the Hub, so nothing new was created |
| Blocked | The company or person is on the Block List |
| Discarded, Failed, Budget exceeded | Not imported |
Group the log by Decision to see the counts, or use the filters.
Open a Skipped duplicate record to see the lead that already holds this contact, under Created Lead.
Near matches
Section titled “Near matches”Dedup Candidates holds new leads that look like an existing record without matching exactly, so an administrator can Merge them or Keep as new. Block List holds companies and people Apollo should never bring in again.
Convert a lead to a customer
Section titled “Convert a lead to a customer”When a lead is won, open it and select Convert to Customer. The Hub creates the customer account and sends it to NetSuite, so check the details first.
