Select Page
Categories

Feature: Duplicate Contact Detection

Duplicate Contact : Switched Off

  • The user can create a new deal using the same prospect details (name and contact number).
  • The deal created are not found as duplicate deals.
  • The deal created is assigned to different owners.
  • Prospect submit the form twice
    • 2 deals are created with 2 different owners.

Duplicate Contact : Switched On (This is default settings)

  • The user cannot create a new deal using the same prospect details (name and contact number).
  • Alert notification will be appeared “Contact number entered already exists in the system.”.
  • Prospect submit the form twice
    • New deals are created and found as duplicates.
Table of Contents