Configuring the settings for the Duplicate Lead Detective

  1. 1. Navigate to Admin > Duplicate Lead Detective Settings. This page allows you to define how the dashlet will work.

    Navigate to Admin > Duplicate Lead Detective Settings. This page allows you to define how the dashlet will work.

  2. 2. Select Modules gives you control over which modules in Sugar the Dashlet should be checking for potential duplicate records.

    Select Modules gives you control over which modules in Sugar the Dashlet should be checking for potential duplicate records.

  3. 3. The Select Fields section allows you to control which fields in Sugar will be used to check for duplicate records. Here you can select the Email, Contact Name, the Phone Numbers or the Account Name

    The Select Fields section allows you to control which fields in Sugar will be used to check for duplicate records. Here you can select the Email, Contact Name, the Phone Numbers or the Account Name

  4. 4. Click on Accounts

    Click on Accounts

  5. 5. To save your settings, click Save.

    To save your settings, click Save.