The lead duplicate search helps to obtain information about customers with similar needs and to eliminate duplicate leads. In contrast to searching for duplicate contacts and accounts, the lead duplicate search cannot start manually. The results of the lead duplicate search are displayed automatically on the [Similar leads] detail of the lead page. Duplicates cannot be merged since several similar needs may arise from one customer.
The lead duplicate search in Creatio is performed according to the pre-configured rules for searching for duplicates grouped as “Similar leads”. To enable or disable individual rules:
1.Go to the system designer.
2.Open the [Setup duplicates rules] link.
3.In the section [Filter] menu, select the [Show folders] command.
4.In the list of folders, select the "Similar leads" folder. The list will display the pre-configured duplicate search rules.
5.Select a rule from the list to be enabled or disabled and click the [Open] button.
6.On the rule page:
a.Clear the [Active] checkbox to disable the rule.
b.Select the [Active] checkbox to enable the rule (Fig. 1).
Fig. 1 Selecting the [Active] checkbox for the lead duplicate search rules
Click [Save].
The lead duplicate search will be performed based on the rules with the selected [Active] checkbox.
See also
