Setting for Warning on Customer Email Address When Creating a Lead
Hello, I wanted to check if anyone knows if there’s a setting for this: When I create a new lead, I would like the system to warn me if the person already exists as a customer under that email address.
Just to clarify: I’m not talking about being warned when the email address already exists for a lead (I’m aware of that setting). What I mean is, I’d like to be notified if the person is already in the system as a CUSTOMER when I’m creating a lead.
Thank you in advance for any helpful feedback!
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