Import Leads - Testing for Duplicate Records

Use this view to preview the number of potential duplicates and errors before you import a list of leads. If you have a large number of potential duplicates, adjust your match filters so that only duplicate records are found.

When importing a large list, only the first one hundred records are tested.

To find

  1. When importing leads during the Manage Duplicates step, click Run the Test.
  2. Review the following information:
  • Leads Searched
  • Potential Duplicates
  • Projected Duplicate Rate
  1. When finished, click OK.

Related Topics

Leads Overview

 

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.