Find Duplicates
Explanation
This activity is used to search for other leads or
customers with the same or similar name or association number.
Prerequisites
A business lead record must have been entered and
saved.
System Effects
N/A
Window
Find Duplicates
Related Window Descriptions
Find Duplicates
Procedure
- Open the Business Lead window.
- Query for a lead record.
- Right-click and select the Duplication Check option to open the
Find Duplicates dialog box. All customers and
leads with the same name and association number will be listed in the
dialog box.
- Optionally, you can edit the values in the Name
or the Association No fields and click Find to do a new
search.
- Optionally, you can click on Customers or
Leads to view only customer or lead records.
- If you want to merge your lead to one of the
customers or leads listed in the dialog box, select the record and click
Merge to open the
Merge Lead or Merge
Lead to Customer form.