How do I prevent duplicate leads and contacts from getting created, when those leads and contacts use multiple email addresses to communicate?
You can use unique fields to prevent duplication of leads and contacts. For instance, if a lead or contact has a different email ID but other fields, such as name, contact number, or mobile phone number are the same, you can mark name as a unique field. This will ensure that the same lead or contact isn't created more than once. You can also use the "de-duplication" and "Find and Merge" options to find existing duplicates in the leads or contacts modules and merge them into a single record.
Read more about creating unique fields
here.
Related Articles
Identify duplicates between leads and contacts modules
Edition: Enterprise | Industry: Travel | Feature: Workflow rule and Functions Scenario Joshua Baker is a sales manager at an online travel agency that offers customized tour packages. The agency has a webform on its website through which interested ...
I have a spreadsheet in which I suspect there are duplicate email IDs. Does Zoho CRM automatically prevent import of these duplicates?
No. Zoho CRM does not prevent duplicates during import if they are within your import spreadsheet. However, Zoho CRM provides duplicate check during import on email addresses with records that already exist in the CRM database. When this feature is ...
Converting Leads
When there is a chance for further negotiations with a lead, it can be converted into an account, contact, and finally a deal. In short, once the lead status has reached a certain stage, it can be qualified as a deal. On conversion, a lead is ...
How do I export my leads from CRM to an XLS file?
You can export the leads in your account to an XLS file using reports. To export leads: Go to the Reports module and click Create Report. Select the Leads module and choose a report type, e.g. Tabular. Select the fields you want to add to your ...
Why do we have the secondary email addresses in Leads and Contacts?
When you're using the Zoho Mail Add-on to fetch your business emails and associate them to the leads and contacts in Zoho CRM, you need to have a secondary email address. With the additional secondary email address, all emails sent/received to/from ...