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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.