The fields available for finding matching records should include
City and
State.
When converting a lead and there are several potential matching accounts, the pop-up screen only shows
Account Name,
Website, and
Phone. This is of little help when we have customers with 40 locations and all have the same web site.
City and
State would be much more useful to help select the correct matching account.
Also the
Find and Merge Duplicate Accounts screen: we don't even use
Fax numbers anymore, and the
Rating field seems irrelevant.
City and
State would be great in this screen, and
Billing Street would be great to have as well.