WebBy activating duplicate rules and the Potential Duplicates component, you can control whether and when sales reps can create duplicate accounts, contacts, and leads. You can also give them permission to merge duplicate leads, business and person accounts, and contacts. Manage Duplicates Globally WebStep 1: Create the lead status needed in the lead process. Step 2: Name the lead process, and select what lead status is included in that particular process. Step 3: Create a record type for the sales process. Record types link the sales process to …
Manage Duplicate Records - Salesforce
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Lead Routing in Salesforce
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