Hi,
New lead duplicate detection engine is not able to identify a duplicate on creation, it requires the User to refresh the lead for the notification to be shown.
We´ve been told is by design, but is not very convenient and is very confused for users, roles as lead qualifiers which main function is capturing new leads they will improve drastically their efficiency if Dynamics shows the duplicate notification just after Save the record. Even that is how the old duplicate detection feature works.
Please consider,
I
Comments
Lead detection (out of the box) only identifies a lead as a duplicate based on email address an phone.Duplicate leads are identified based on these rules:Same email addressSame phone numberSimilar name and company name Similar name and the same email domain The lead will not be flagged as a duplicate if the Company name ONLY is an identical match or even vaguely similar.Check should work on OR not what appears to be AND search perimeters
Category: Lead Management