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Don't create Lead when Contact exists

Question asked by Thomas Schlittler on Aug 7, 2018
Latest reply on Aug 8, 2018 by Rolustech Support

Hi all,

 

I just a need a little help when creating a Lead when a Contact already exists.

 

We have the case that sales reps try to create a Lead in Sugar although a Contact in Sugar already exists with the same E-Mail address. To prevent sales reps from creating a duplicate entry in the Leads Module is it possible to disallow Sugar to create a Lead when the Contact already exists? We determine a Lead duplication in Sugar when the Lead has the same E-Mail address as the Contact.

 

Thanks for your help.

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