Identifying Duplicates in Leads Module
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 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
If this doesn't cover your specific needs for identifying duplicates feel free to reach out to us. We can customize your Zoho CRM by implementing additional search logic based on your unique requirements. Please send an email with more details to helpdesk@magpie-bt.eu.
Detailed breakdown of features in each Identify Duplicates extension version is available here.
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