How It Works

This article will explain how duplicates in the Leads module are identified. Our extension uses information from specific Leads module fields and scans across Leads, Contacts, Accounts, and Vendors modules to detect potential duplicates. Identified duplicate leads are tagged with the Check Duplicates in Notes tag and directs links are added to all potential duplicates in the Notes related lists for you to easily access them and take further action.

Leads Module Information Used for Duplicate Searches

• Email
• Email Domain
• Secondary Email
• Secondary Email Domain
• Phone
• Mobile
• Website
• Company Name

Where Duplicates Are Searched

Leads Module

• All standard and custom email fields
  
• All standard and custom phone fields
• Website
• Company Name
  

Contacts Module

• All standard and custom email fields
• All standard and custom phone fields

Accounts Module

• Account Name
• Website
• All custom email fields
• All standard and custom phone fields

Vendors Module

• Vendor Name
• Website
• All standard and custom email fields
• All standard and custom phone fields