Detect duplicates across Leads and Contacts

Detect duplicates across Leads and Contacts

In building the contact (lead) base we get many contact lists to import. Some are classified as contacts other as leads. Many duplicates.

Improvement

It would help if the system would prevent creation of duplicates entries, checking email (s) across Leads and Contacts.

Enhancement

I generally see a problem in a technical distinction of Leads and Contacts. How to turn contacts again into leads to be tracked is an often raised question.

An approach for systems designed with two different people tables as Zoho CRM but also Dynamics CRM could be to create a shadow copy of a Contact in the leads table, pointing to the field of the contact table.