Have newly created leads? Processing imported leads from one or more sources? Quickly identify if there is already an existing lead by setting up your predefined parameters. Any possible duplicates will be highlighted and noted when viewing a given lead.
User Guide
For Sugar 6 and SuiteCRM
The below screen shows how identical first name, last name and email address as highlighted in yellow text background:
The below screen shows email address and duplicate data indicator message at top of the lead form.
The below screens shows you identical phone number email:
The below screen gives you demo that how it see when lead is unique and not having any identical text as per lead identification criteria:
For Sugar 7
Below screen shows search result of identical leads on intelligence pane. As shown in screen user just created a lead record for “email demo” and system has searched identical leads and displayed results.
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