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 on the Company Settings page. It can also be turned off by choosing "Select Option". Duplicate leads can be blocked completely based on address, or simply given a warning that allows the user to proceed if needed./span>
If the lead is determined to be a potential duplicate, the information that matches the previous lead will be shown at the top of the Lead Creation Page. Click here to view the existing lead. If the lead needs to be reassigned, contact a company admin.
If the Lead is not a duplicate, click Continue at the bottom of the page to proceed with creating the new lead.