The duplicate check is used to prevent creation of duplicate records of leads, accounts, supplier requests.
The check for duplicates runs automatically when a new lead, supplier request or account record is created, but can also be triggered manually after the record is created.
Based on a set of configured rules, the duplicate check identifies similar records that exist 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, supplier request or account. 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.