Prevent users from creating duplicate Account records in Zoho CRM.  Accounts should be sourced from ERP and synced into Zoho—no. Allow to create Accounts if they don't exist in our ERP. 

removed Account creation permissions from all user roles. Users can only select existing Accounts when creating or linking records (e.g., assigning an Account to a Deal). This locks the data source to the ERP sync.

When a user converts a Lead to a Deal in Zoho, the system's native behavior is to offer Account linking based on name-matching. However, the workflow also allows Account creation on-the-fly if the user:

- Does not select an existing Account from the dropdown, or  

- Misspells or abbreviates the Account name, causing Zoho not to recognize a match.

Users then create a new Account unintentionally (or overlook the suggested match), resulting in duplicates in Zoho that don't exist in ERP.

Each Account in ERP has two authoritative unique identifiers that must sync to Zoho. Without strict matching on these IDs, the CRM data diverges from the source system, breaking pipeline reporting and creating audit/reconciliation work.

- Users must be able to receive, work, and qualify Leads without friction.

- Users must be able to convert qualified Leads to Deals.

- Duplicates cannot be created through any workflow path.

- Not all CRM users have strong English proficiency, so name-based lookup is unreliable.