User Guide

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.

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Duplicate Leads Settings

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