The system checks for potential duplicates when you add or import contacts to your Jobvite Engage pipeline. If more than one contact is detected, you’ll have the option to:
- Update the most recent Contact (if there is already more than one) with new information
- Create a duplicate Contact
- Skip or cancel duplicates
Audience
Engage Users
Must have Jobvite CRM (Engage)
Update Contact Rules
| Jobvite Contact Fields | Previous Contact contains data, new Contact doesn’t contain data | Previous Contact contains data, new contact also contains data, but is different | Previous Contact doesn’t contain data, new Contact contains data |
|---|---|---|---|
| First Name | Leave as is | Update with new data | Update with new data |
| Middle Name | Leave as is | Update with new data | Update with new data |
| Last Name | Leave as is | Update with new data | Update with new data |
| Country | Leave as is | Update with new data | Update with new data |
| Address 1 | Leave as is | Update with new data | Update with new data |
| Address 2 | Leave as is | Update with new data | Update with new data |
| City | Leave as is | Update with new data | Update with new data |
| State | Leave as is | Update with new data | Update with new data |
| Zip Code | Leave as is | Update with new data | Update with new data |
| Phone Number | Leave as is | Add as additional | Update with new data |
| Email Address | Leave as is | Add as additional | Update with new data |
| Email Status | Leave as is | Leave as is | Leave as is |
| Current Company | Leave as is | Update with new data | Update with new data |
| Current Title | Leave as is | Update with new data | Update with new data |
| Social Networks | Leave as is | Update with new data | Update with new data |
| Websites | Leave as is | Add as additional | Update with new data |
| Source Type | Leave as is | Leave as is | Update with new data |
| Source Name | Leave as is | Leave as is | Update with new data |
| Contact Status | Leave as is | Update with new data | Update with new data |
| Assigned To | Leave as is | Update with new data | Update with new data |
| Tags | Leave as is | Add as additional | Update with new data |
| Notes | Leave as is | Add as additional | Update with new data |
| Resume, Cover Letter, Attachments | Leave as is | Add as additional | Update with new data |
| Tasks | Leave as is | N/A | N/A |
| Messages | Leave as is | N/A | N/A |
| Email Campaigns | Leave as is | Add as additional | Update with new data |