Avoid Duplicate Contacts and Accounts when Converting Leads
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
Depending on the duplicate rules you set up for Duplicate Management, you can help your sales teams avoid creating duplicate contacts and accounts when team members convert their qualified leads. And if you include cross-object matching in duplicate rules, your sales teams see alerts when lead conversions result in duplicate records belonging to other objects, like leads or custom objects.
Also available as a beta feature for Salesforce1, your sales teams can convert leads on the go—and still avoid creating duplicate contacts and accounts. Be sure to familiarize yourself with the feature’s limitations by checking out the Leads section of “Data Supported in Salesforce1: Limits and Differences from the Full Salesforce Site” in the Salesforce Help.