How can I avoid duplicates between Leads and Contacts? For instance, when I send an email to a contact's secondary email address, a new lead gets created instead of linking the email to that contact.
You can enable the duplicate check by using the email address as a unique field. Follow these steps to enable the duplicate check:
- Go to Setup > Customization > Modules and Fields.
- Select the Leads module.
- Hover your mouse over the Email field.
- Click on Settings > Do not allow duplicate values.
- Click Save Layout.
You could also merge the duplicate records.
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