Enhanced duplicate checking for Leads in CRM

Enhanced duplicate checking 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.

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.

    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • Sticky Posts

      • Enrich your CRM data and keep them updated

        You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
      • [Webinar] Zoho CRM's Latest Features and Enhancements

        Discover and learn the brand new enhancements Zoho CRM got this quarter! These enhancements can be leveraged to bridge small gaps in your existing CRM implementation that power user data entry, finding and selecting records, and more, and make your user
      • Call Bar feature is now available in Zoho CRM

        Dear All,   We are here with an enhancement for our built-in telephony users. Upon setting up the built-in telephony, users get the Phone settings at the bottom of the screen — it helps them to set their availability status (online or offline), customize
      • Enhanced duplicate checking 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
      • Introducing multiple location URLs and date picker in Webforms

        Hello everyone,  Webforms simplify the process of gathering prospect information by hosting forms on the website. The interested visitors fill the details and submit the form that lands into the CRM system giving the company an interested lead to follow-up

      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner

                        • Word of the Day

                          Word of the Day


                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner

                        • Word of the Day

                          Word of the Day



                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ


                              ご検討中の方