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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / duplicate leads from s...
Microsoft Dynamics CRM (Archived)

duplicate leads from separate sources

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Posted on by Community Member

Wondering how others manage these. I don't delete the duplicate leads if they are from different sources. Ex. = stopped by my booth at a tradeshow and also downloaded information from my website. I try to tie the opportunity created back to the correct lead. Do you disqualify duplicate leads or keep them? any help appreciated.

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  • Community Member Profile Picture
    Community Member on at
    RE: duplicate leads from separate sources

    Scott,

    Thank you so much for your reply. The merge option is not one that I have used as my admin has not apparently authorized it yet. We are very new to Dynamics CRM. We are working together to create a better workflow.

  • ScottDurow Profile Picture
    ScottDurow 21 on at
    RE: duplicate leads from separate sources

    How did you get on?

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at
    RE: duplicate leads from separate sources

    Normally you would use a deduplication job to detect duplicates and then merge duplicate leads together - keeping the one that was qualified as the primary record.

    see crmbook.powerobjects.com/.../keeping-data-clean-in-microsoft-dynamics-crm

    Hope this helps,

    Scott

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