User Tools

Site Tools



Getting started

Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

Shipping Module

Invoice Module

Installation Module

Task Module

Document Management Module

Corporate Company


Duplicate Leads Settings

Duplicate lead settings is the setting for admin to turn the duplicate records validation on/off for lead module. Once the validation is on, you can select fields to add validation while entering a new lead or updating a lead. Details to change the settings are shown below

Step 1 - Click on Settings as shown below.

Step 2 - Click on Duplicate Leads Settings as shown below.

Step 3 - Select Y and choose fields to add validation as shown below.

Step 4 - Click Submit to save the settings.

duplicate_lead_settings.txt · Last modified: 2019/02/28 13:20 (external edit)