Filter Exclusion if Contact Exists in CRM | Voters

Filter Exclusion if Contact Exists in CRM

Veronica Kilgore

We're looking to find NEW contacts that do not exist in our CRM. Other tools (ZoomInfo, 6sense) can do this where we search for contacts and exclude anything that is already in our CRM in the search UI. We need this especially when prospecting in bulk. It adds a lot of unnecessary work to our reps plate when they have to manually cross-reference if a Lead already exists. Thanks

Stefani Sielaff

This would be a great add!! We have duplicate detection in place with our CRM but it is not always perfect. This would be especially helpful when territories are turned over to new reps.