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Fields are used to store the information (name, address, age...) associated with each lead and are used in Screen Layouts to control what and how information is displayed from each lead.
Fields are owned by a Campaign Template and as such are shared by all Campaigns and Screen Layouts that belong to the same Campaign Type.
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To change a fields order. Click and hold the field then drag it down to a location between two other fields. Let go the of the mouse button and in a moment the list will be redrawn with the field in its new location.
Duplication Points
When check the 'Enable Deduplication' on the Campaign Template 'Details' tab you must set a 'De-dupe Threshold' and allocate Deduplication Points to one or more fields.
We recommend setting the 'De-dupe' threshold to 100 and then assign 100 points to all phone and email fields.
You may also want to assign points to fields such as Firstname and Surname. Whist individually each of these fields are enough information to assume a lead is a duplicate when combined with something like post code they may be considered a duplicate.
To express this relationship you can award Depuplication Points to each of these fields as follows;
FirstName: 40
Surname: 40
Postcode: 25
If a lead matches on all of these fields (against one of the leads in the De-Duping Campaign) then the total points accumulated will be 105. As this equals or exceed the De-deping threshold then the lead will be considered a duplicate.
You can add points to any number of fields and if the accumulated value of all the fields equals or exceeds the threshold then the lead is considered a duplicate.