Looking for Matching Lead Records

You can compare the lead to other leads, contacts or accounts that exist in the database. If a record exists in the database with the same information, you can avoid having duplicate records.

Note: Infor CRM SLX can only search for duplicate records that you have permission to view. A duplicate record that you are not able to access may still exist.

To search for matching records:

Do one of the following:
- Enter lead information in the Insert Lead dialog box, and then click Look for Matching Records.
- On the Lead Detail view, click the Is this Lead already a customer? link.
The Search for Duplicates dialog box opens.
(Insert Lead only) Next to Type, select which types of records to search.
Under Match Filters, select the filter check boxes that you want to apply.
Select one of the following options:
- Match all selected filters: A record is a duplicate, only if it matches all of the selected filters.
- Match any of the selected filters: A record is a duplicate, if it matches any of the selected filters.
To perform an Advanced Search, click Advanced Options.
Click Update Potential Matches.
Do one of the following:
- Click Open next to a potentially matching record to go to that record's detail view.
- In the Matched Account Records grid, click Add Contact to convert the lead to a contact and it to an existing account.
- Click Cancel to return to the Insert Lead view and continue inserting the lead.