The duplicate check is used to prevent that you create duplicate records of leads, customers, supplier requests and suppliers in the system.
The check for duplicates runs automatically when a new lead or supplier request record is created, but can also be triggered manually after the lead or supplier request is created.
Based on a set of configured rules, the duplicate check identifies similar records that exists in the database and takes different actions based on the a configured action setup. The options for different actions are:
The configuration for the duplication check is done in two pages. The Duplicate Check Action Setup page allows to configure the default action for respective object i.e. lead or supplier request. In the same page it is also possible to specify different actions for specific representatives. The Duplicate Check Rule page allows add/edit of different rules to be used in the duplicate search. There are some rules delivered by default.