Hi Michael,
the system offers a Check for Lead Duplicates. Administrators can enable and configure lead duplicate check in scoping and fine-tuning activities.
During lead creation, once you type in all the essential information, click Check for Duplicates at the bottom right, and scroll down to view the similarity check result. You will see tabs that contain duplicate information for Lead, Account and Contact, and Account.
Based on the duplicate check result, you can decide whether or not to create the new lead. If the system finds a duplicate account, or account and contact, you can create the lead under that existing account through association.
You might also be interested in reading the blog: Algorithm behind duplicate check rule .
Best regards,
Vivien
Bluesky
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