Published at: 2026-09-17

Check duplicate lead data

Check for duplicate Leads.

Overview

When sales reps create Leads, duplicate checks help prevent redundant data and cross-rep ownership conflicts. This keeps customer ownership healthy and supports a standardized sales process.

Before you start

[!IMPORTANT] - Role permissions: Sales rep or sales support. - Prerequisite setup: Sales Lead duplicate-check rules are enabled. - Dependency: You need to create or edit a Sales Lead.

Steps

  1. In the main menu, go to CRM > Sales Leads.
  2. In the upper-right corner of the list page, click New. Lead list
  3. In basic information, enter a mobile phone number or company name, then click Submit.
  4. The system compares data in the database and shows a matching prompt automatically. Duplicate Lead prompt
  5. If a conflict warning appears, click the link to view duplicate Leads.
  6. If the system blocks creation, change the mobile phone number or company name.
  7. After the duplicate check passes, click Submit in the upper-right corner.

Rule source reference

The following screenshots show backend duplicate rules and duplicate Lead handling methods. These rules determine whether duplicate prompts appear when you create, edit, or import Leads.
Duplicate rule list
Duplicate-check handling rule
Field merge and behavior record

Expected results and verification

  • The system completes the duplicate check and shows verification feedback.
  • The new Lead is saved successfully and has a unique duplicate-check identifier.

Troubleshooting

  • If the operation fails, check permissions, object status, and target scope first.
[!NOTE] Glossary alignment: FAQ.

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