What is duplicate prospecting?

Best Pracitces

Exclude any prospects from your search list that your team members have already saved.

What does the "Duplicate Prospecting" button do on a campaign's Search List tab?

SocialLead, by nature, will exclude any prospects from your search list that your team members have already uploaded to their own campaign(s). This is designed to prevent a prospect from receiving an invite and pitch from two SocialLead users on the same team.

If you wish to bypass that function and reach out to the same contacts across your team, simply enable the Duplicate Prospects feature on the Campaign's Search List tab. Once enabled, you will be given the option to not upload prospects who have been collected by your teammates' lists within the last __ days or weeks.

The advisor-built prospecting system for financial advisors.

© 2026 SocialLead. All rights reserved.

The advisor-built prospecting system for financial advisors.

© 2026 SocialLead. All rights reserved.

The advisor-built prospecting system for financial advisors.

© 2026 SocialLead. All rights reserved.