How can I reduce prospect overlap with associates outside the platform?

If multiple associates from your organization are running outreach campaigns, you may want to avoid contacting the same prospects or companies.

The system can automatically help prevent overlap between users within the same workspace. However, it cannot see the profiles or activity of associates who are not using the platform, so it cannot automatically identify or block prospects they may already be working with.

While there’s no way to guarantee complete overlap prevention with users outside your workspace, you can combine a few approaches to significantly reduce the risk.

Use workspace-level deduplication

Enable “Deduplicating new profiles within a workspace” in your workspace settings. This prevents the same prospect from being added to campaigns by different accounts within the workspace.

This is especially useful when several associates are running campaigns at the same time.

Add company exclusions

If your organization has a list of existing clients, protected accounts, or companies that should never be contacted, you can add them to your blacklist.

Company-level exclusions are often easier to manage than keeping track of individual prospects, especially when multiple associates may have relationships with people at the same organization.

Review prospects before outreach

You can also do a quick manual check after prospects are added to a campaign but before outreach begins. If you recognize an existing relationship or a prospect who is already being contacted by an associate outside of the platform you can remove them from the campaign.

What about Sales Navigator TeamLink?

TeamLink is a Sales Navigator feature and is not controlled by our platform. If your organization's relevant accounts are grouped under the same Sales Navigator organization and have the required access, TeamLink may help identify shared connections when searching for prospects there.

Keep in mind that what TeamLink can show depends on how your organization's Sales Navigator access is configured.