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Solar eCRM Setup

Leads Module

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Orders Module

Shipping Module

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Installation Module

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Corporate Company


Lead Duplicate

If duplicate lead validation is on, you can see the duplicate leads at index page. Duplicate leads will have a sign near customer name as shown below.

If you hover on the sign, it will display how many duplicated records for the particular leads. Click on View details to view all the duplicate records. A page will pop-up and you can see the related duplicate leads as shown below.

Click This is NOT a duplicate lead to remove the duplicate flag from the lead.

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