Overview
When setting up a Lead Type, two essential features help you control both the client experience and data quality: Display Groups and Duplicate Checks.
Display Groups determine which fields your clients see and how those fields are organized on the Lead Details screen.
Duplicate Checks allow you to define how the system identifies incoming leads that may already exist in your database, helping you avoid paying for the same lead twice or overwhelming buyers with repeat data.
Let's walk through how to configure both.
Part 1: Setting Up Display Groups
Display Groups give you fine-grained control over the client's view of each lead. You can choose which fields are visible, in what order, and even whether clients can update certain fields from their portal.
How to Configure Display Groups
Within your Lead Type, navigate to the Display Groups section.
You can either edit an existing group or click to create a new one.
General Tab
Display Priority: Set the order in which multiple display groups appear (lower numbers appear first).
Allow Updates: Enable this to sync changes made in the Client Portal back to LeadExec.
Read-Only: Toggle this on for any fields you don't want clients to be able to edit.
Enabled Fields Tab
Here you'll see a list of all available fields for this Lead Type.
Simply toggle the box next to the fields you want clients to see.
Untoggled fields will remain hidden from client view (though they may still be used internally).
Field Order Tab
Once fields are enabled, use this tab to arrange them.
Drag and drop fields into your desired sequence.
The order you set here is exactly how clients will see the fields on the Lead Details screen and Lead Portal.
Part 2: Setting Up Duplicate Checks
Duplicate checks protect you and your buyers from receiving the same lead multiple times. By defining which fields the system should compare, you can catch duplicates at the moment a lead enters LeadExec.
How to Configure Duplicate Checks
Within your Lead Type, scroll to the Duplicate Checks section at the bottom of the screen.
Click the New Check button.
Step 1: Select Your Fields
A dropdown menu will appear with all available fields from your Lead Type.
Select at least one field to form the basis of your duplicate check.
Understanding AND/OR Logic
The way you select fields determines how the system evaluates duplicates:
Individual Checks (OR Logic): If you create separate duplicate checks, each with a single field (e.g., one check for Email, another for Phone), the system will flag a lead as a duplicate if either the Email or the Phone matches an existing lead.
Check Sets (AND Logic): If you select two or more fields within the same duplicate check, the system will only flag a lead as a duplicate if all of those fields match an existing lead.
Example:
A single check containing First Name + Last Name + Zip Code will only trigger a duplicate if all three values match an existing lead.
This is useful when you want to be more precise—catching truly redundant submissions without blocking legitimate new leads that happen to share one data point.
Step 2: Save Your Check
Once you've selected your field(s), click Save.
You can add multiple duplicate checks to the same Lead Type, and you can always return to add or remove fields later.
Step 3: Set the Lookback Window
By default, LeadExec will check for duplicates within the last 30 days.
This lookback window can be adjusted per Campaign in your Campaign Settings. So if a particular campaign needs a shorter or longer window, you have that flexibility.
With Display Groups and Duplicate Checks configured, your Lead Type is now not only structured for internal use but also optimized for client clarity and data integrity.
Ready to move on? Let's dive into setting up Lead Return Reasons so your clients have clear, consistent options when returning a lead through their Portal.