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.

Happy organizing!

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

What's Next:

Duplicate Detection Rule: Configure different rules for a module to identify and eradicate duplicates.
Combinational value matches: Find duplicates based on combination values.
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
Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. Hello everyone, Blueprints streamline processes and ensure users adhere to required
Enhancement in Field update and date/time based triggers in Workflow
Hello everyone, Workflows allow to automatically execute a set of actions whenever the defined criteria is met. For example, whenever a new lead is created an introductory email is sent. So this action will keep occurring automatically as long as the
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
FAQs on Assignment rules - Post your questions
Dear All, Greetings! Assignment rules benefit organizations with effortless queue management capabilities. To bring more clarity on assignment rules, we are constantly publishing FAQs in our knowledge base. To ease the navigation across these FAQs further,
Assign records based on user roles in an organization
Dear Customers, We hope you're well. We are excited to share a new addition to the assignment rules in Zoho CRM. When setting assignment rules, administrators can choose to automate all records or only records which match specific criteria. The criteria