Will a duplicate lead/contact be added in CRM through the Card Scanner App?
If the lead/contact
already exists in CRM, then while saving the record in the Card scanner
app you will be prompted to merge the records.
Also,
note that email address is considered as an unique field by default, so
the records will be skimmed for duplicate entries using the email
field.
However, if a duplicate record happens to enter your CRM account, you can use either ways to remove them:
- The find and merge option can be used if you are
specifically looking for duplicates of a particular record. For
example, you know that a lead name "David Smith" has been duplicated and
want to find duplicates and merge it.
- The deduplication tool can be used when you are not clear if there are duplicates and you want CRM to run a duplication check based on certain unique fields.
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