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  • Question

  • Hi

      in CRM. It’s possible that a sales rep meets somebody who already is in our CRM as a contact/lead/account. Which is the best way to check if the person/company already exists in our system before you start adding it into system?

    If anyone has an idea please share with me

    Wednesday, September 18, 2013 6:17 AM

Answers

  • Hi,

    1. You can use out box search capability, maybe simple quick fine and search based on unique information like phone number, you can implement multientity search capability, there are addons available for the same in market. (MS CRM 2013 have this feature OOB)

    2. you could do some development which will validate on create of entity record if the same information is already exists in system or not, if found show message with details.

    HTH


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    • Proposed as answer by HIMBAPModerator Wednesday, September 18, 2013 7:14 AM
    • Marked as answer by Riaz Usmani Wednesday, September 18, 2013 8:26 AM
    Wednesday, September 18, 2013 7:13 AM
    Moderator