Enhanced duplicate check for Leads in CRM

Enhanced duplicate check for Leads in CRM

Hello Everyone,

We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module.


Previously, when you added a lead, only the converted leads were checked for duplicates. This left a gap where directly added contacts could slip through without being checked for duplicates.

But now, with this update, the CRM users will be able to directly check for duplicates within the Contacts module. This can be done by selecting 'Contacts' in the Duplicate Check Preference drop-down menu, and by specifying which unique field should be used for comparison.



Let's look at a scenario, where, John, a Sales Rep, adds a potential customer named Emily into the system as a lead. The system automatically checks if this lead is unique by comparing it with converted leads in the database. However, if Emily is already linked as a contact by John's team due to a recent purchase made, he might unintentionally duplicate his efforts by proceeding with the lead nurturing process. 

To prevent duplicates as well as redundant efforts, John can now check across contacts. This enables the system to search for exact matching records in both Contacts and Leads, thereby preventing duplicate entries when a record already exists. 

This enhancement significantly reduces the risk of duplicate records and ensures data integrity within both your Leads and Contacts modules.

Learn more about Checking Duplicate Records in Zoho CRM here. 

Happy organizing!

Editions available: The feature is available for all users in all DCs.

What's Next:
  1. Duplicate Detection Rule: Configure different rules for a module to identify and eradicate duplicates.
  2. Combinational value matches: Find duplicates based on combination values. 
  3. Similar Matches: Fuzzy matching techniques to view similar records.

    • Recent Topics

    • Error AS101 when adding new email alias

      Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

    • Link Zoho Inventory to Clover POS

      Is it possible to link zoho Inventory to Clover POS?

    • How can I start trial version without any example data?

      I am lazy to manually delete each data in every section. Is there any button to fresh start my account from zero?

    • Send Whatsapp with API including custom placeholders

      Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

    • Building a custom site

      do we have an option in Zoho to build custom sites like adding custom functionalities? want to make a site like https://trackscourier.com/jnt-tracking-ph/. Is it doable? Please assist.

    • Free developer edition of Zoho CRM

      A question for Zoho and other developers: How can you set up a demonstration version of a Zoho CRM implementation to show employers/clients what can be achieved? Do you pay for Zoho CRM Enterprise/Zoho One for this purpose? Does Zoho offer a free version

    • Confirmation prompt before a custom button action is triggered

      Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is

    • Wrong Time on Exported Records

      Hello, All records in my exported Notes .csv file have the incorrect time for Created Time. They are all 8 hours ahead. I've already verified that my time zone is correct in both Personal Settings and Company Settings. Is there any way to fix this?

    • Selecting ZOHO Help Desk Plan for Startup

      Hello everyone, We at unisouk are setting up a Product support team for our platform. and probably we will be team of 3-5 people. Which plan would cater my needs to address customer technical queries and maintain the inflow of various channel queries

    • Where do we manage tags?

      Where is the page where we can view all tags and manage them (like change a tag name to something else or merge tickets under a particular tag with another)?

    • Possibilité de créer des boutons de raccourci dans les tickets Zoho Desk

      Bonjour, J'ai développé plusieurs automatisations avec Zoho Deluge pour optimiser la gestion des tickets. Je souhaiterais savoir s’il est possible de créer des boutons de raccourci directement accessibles dans l’interface des tickets afin de déclencher

    • Zoho CRM Customer Portal Pricing Question

      Hello, I am trying to find out about the pricing for a portal that will be used for the contacts and a custom module. My client needs to use a customer portal for 15k users that will display the contact details and some informations to a linked custom

    • Update to the Merge Tickets Functionality

      This is to inform you about a significant update to the Merge Tickets functionality in Zoho Desk.  Until now, while merging tickets, a user could set one ticket as the master ticket and choose the final value for any field from any of the secondary tickets too. As a result of this provision, many a time, crucial details related to the master ticket faced the risk of being excluded in the final, merged ticket. To overcome this challenge, we have decided to make the value of some critical fields unchangeable,

    • Chat function not working properly

      Ever since upgrading to plus, the chat is all messed up. it is coming up behind the web page so that I cannot see what I'm typing and cannot read replies. I can only see the bottom of the text box at the bottom of the page, and then it is blocked. I've

    • Setting up CRM for RFP workflow management

      This will be the first time our organization uses an off-the-shelf CRM, transitioning from our homegrown custom solution, and I would appreciate general thoughts on how to get started in general with our workflow using Zoho CRM. The main question: if

    • Integrating Calendly with Zoho Calendar in Zoho Mail

      I moved my office into a business incubator space that uses Calendly for meeting management and events. Calendly doesn't have a integration with Zoho Calendar and vice versa. I was directed to Zapier for integration but it doesn't have an integration

    • Unable to access Zoho Desk at all - has an extreme slow load and then just remains blank

      This is all I see:

    • Demande : Épingler automatiquement un commentaire via Deluge

      Bonjour, Je suis utilisateur de Zoho Desk et j'ai développé une fonction avec Zoho Deluge permettant d'ajouter automatiquement un type de commentaire à chaque création de ticket. Cependant, j'aimerais pouvoir épingler ces commentaires directement depuis

    • Unknown error occurred

      Hi, When we want to publish or edit a page in our website, we encounter with "Unknown error occurred" problem. I share a screenshot here. Our website is www.essoft.com. It happens every page. We want to solve this ASAP.

    • Using Creator API access tokens in deluge script

      I am working on generating download urls for files that are uploaded via a creator form. I want to include these urls in record templates so they can be easily accessed. The goal is to make downloading multiple attachments in a record as quick and easy

    • Option to Re-order from past orders

      Customers would like to place a repeat order with the business entity. Currently there is no option to support this and everytime the customer has to check out following the same process. Can a option be given to reorder from the past orders?

    • Display your zoho contact name when they call your mobile number

      As per the title If a contact calls the office number, the contacts name shows on mobile as long as I have their contact details registered in my crm. Is there a way that if the contact calls my mobile, their name can be displayed? Currently just their number shows when they call.

    • US to EU Data Migration done / Workflows and Custom Functions stopped working

      Hello, I need help to restore my workflow rules and custom functions to work. My data was transferred from the US to the EU (Data center migration). Now all Workflow Rules and Custom Functions not working. I have no idea how to restore them to work again.

    • Custom view for Milestones

      Hi, Just an idea for the future... would it be possible to create custom views for the Milestones view under Work Overview ? I usually need to look at this view filtered by project group but the filter doesn't remain when navigating away. A custom view

    • Email an Invoice from API

      When calling the API to email an invoice, it seems it does not actually send it. Below is a screen shot where I used an API call for the bottom record, and it updated its' status to "Due Today", but no email was actually sent. The top record, I hit the

    • How to delete Email Sent From CRM from Contact Records

      I can't figure out how to delete email sent form CRM from contact records. Can you please advise? 

    • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

      We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

    • Is there a Kanban view of Tasks across all Projects?

      As the title indicates, I could use a Kanban view of my Tasks across my Projects. If it's there, I don't see it. If it isn't there, I'd like to submit this as a feature request. Thx.

    • CRM Deluge how can link attach file with workdrive file.

      Hi, We have create file at workdrive and would like to link to attachment at crm module by deluge. Right now can only upload it to attachment but can not link the file from workdrive. Thank you

    • Tropicalize Books

      Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more

    • Refund of a check distribution fee...

      I use cashiers checks, from my local credit union, to pay some bills very occasionally. They charge me a 5.00 fee for this service, but then refund me that same amount at the end of the month on my statement. How would I record this transaction in Zoho

    • Usuários do Zoho Recruit no Brasil

      Gostaríamos de interagir com outros usuários do Zoho Recruit. Acabamos de completar um ano de utilização. Quem mais usa? se usa outra qual é?

    • Zoho Creator Upcoming Updates - December 2024

      Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi

    • Questions about To Do

      1. I created a To Do note on Android and there is a line sorting option in the options drop down menu. But I didn’t find such an option in the PC client. I really need this option. 2. Why is there no search in To Do on the PC client? 3. Why is there no

    • Introducing Offer Details Sync to Zoho People

      We've introduced a new option for the Zoho People integration that allows you to push offer details when a candidate is converted to an employee. This simplifies your recruitment-to-onboarding process by seamlessly syncing critical offer information,

    • Conversion of functions from Google Spreadsheets

      Hello! I use this formula "=QUERY(ResumoOrdemVencimento!A3:O38;"SELECT A,B,C,D,E,F,G,H,I,J,K,L,M,N,O WHERE C != '' ORDER BY C,G")" in Google Sheets but when importing my spreadsheet into Zoho Sheets the formula was not converted. The QUERY function brings data from another spreadsheet, and then I sort and apply conditional formatting. The order of data will change automatically as I update the source spreadsheet. What Zoho Sheets function is equivalent to QUERY? I have some other spreadsheets to

    • Copy, Duplicate, or Clone a Custom View?

      I searched the forums and didn't see anything on the subject. Is there a way to copy, duplicate or clone a custom view? I want a custom view similar to one I've already created. I just want the columns in different order.

    • Import from OneNote

      Is there a way to import notes from OneNote? 

    • In Zoho Forms - adding a Zoho CRM field for Contact barely shows any fields.

      I'm making a Zoho Form and I want to add a CRM field for Contact. I was expecting to be able to match the contact on the email address provided in the form. My standard layout has lots of fields but for some reason on the dropdown list in Zoho Forms,

    • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

    • Next Page