Duplicity check rules

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Posted on by pawelk3

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I have a problem with duplicity check rules in my CRM. I am gathering leads automatically from my website. Sometimes same people can send couple of queries about different products and I have them in CRM as separate records/leads. I have two duplicity check rules which are checking email and phone number - both in exact match. When I have an existing client in the system and I am trying to qualify another lead from this client (on the lead form)) then the system is showing an alert and stops me - in this case, everything is working fine. But when I have two same leads and I am qualifying these in bulk from leads view, the system is not checking duplicates. Then these records are qualified as separate clients....

Is there any way to improve this behaviour? I can always hide "Qualify" button from leads view, but maybe there is some better solution.

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a33ik 84,323 Most Valuable Professional on at

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RE: Duplicity check rules

Pawel,

I believe there is a way to cause validation and from grid as well but that would require hidding standard Qualify Lead button and building code solution that will does all the work for you.