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New Lead Duplicate Checker

Updated

When a new lead is created, the system automatically checks for duplicates by comparing the lead fields that have been enabled for duplicate checks.

For example, if a new lead is created with the same DBA name as an existing lead, a warning will appear on the right side of the screen indicating that duplicate leads exist.

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You can click the View link to see the list of potential duplicate leads and take appropriate action.

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Enabling Duplicate Checks for Lead Fields

To enable a lead field for duplicate checks:

  1. Navigate to Manage > Administration > Leads > Manage Lead Fields.

  2. Click the Add/Remove Fields button on the appropriate lead tab.

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  3. Select the field you want, click Edit Field, then go to Options.

  4. Check the Enable Dupecheck box.

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  5. Click Save on all popups to confirm your changes.

The selected field will now be used for duplicate checks on all new leads.

You can enable duplicate checks for one or more lead fields as needed.