Lead and Definite Lead with same name

(0) Share

Report

Posted on by Community Member

Hello, I have discovered that two colleagues have uploaded the same project name but one has gone on as a lead and the other as a definite lead. I'd like to delete the definite lead and use the lead that is already on the system and then qualify it as a definite lead. I have looked at duplicates and how to find them etc but I don't think i'm looking at the correct subject matter. Can anyone enlighten me please?

Categories:

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

Adrian Begovich 1,027 Moderator on at

Like (0)

Report

Hi Dawn Eccles,

What is the difference between a Lead and a Definite Lead? If they are both Lead records then you can use duplicate detection rules to keep your data clean. You can also run bulk system jobs to detect duplicate records and bulk deletion to remove duplicates.

Was this reply helpful? Yes No