When entering a new lead or supplier request record, it could be that the same record already exists in the database. In such situations the new record can be treated as a duplicate. The duplicate check is a process that runs automatically in the background and identifies similar records that exists in the database. This activity is used to define what should happen when a lead or supplier request is identified as a duplicate. You can configure a default action for all users but 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.
There are no prerequisites for this activity.
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