When creating a Lead Enerflo checks the Customer name, email address, phone number and street address for matches to alert for a possible Lead duplication.

This can be configured to check for duplicate Leads across the Company, the Office or the User from the Setting on the Company Settings page. Or it can also be turned off by choosing "Select Option". /span>

If any one of the four match, Enerflo will show them at the top of the Lead Creation Page

If the Lead is not a duplicate, just click Continue at the bottom of the page Lead Creation Page

If the Lead is a duplicate, click on the link to the existing Lead at the top of the Lead Creation Page and it will prevent a duplicate from being created

If the Sales Organization wants to completely block duplicate addresses then select that option from the Duplicate lead policy dropdown and save the setting (reference the screen shot above).

The page will then open a text field where a custom message the Sales Company wants displayed to the User creating the Lead can be configured.

The custom message will be shown at the top of the Lead Creation Page when a duplicate address is found.

The User will likely need to contact their Company Admin to search for the address and locate the Customer and if appropriate have the Customer re-assigned to them.