![]() The attributes that contain similar data are highlighted across the identified duplicate leads. ![]() The lead displayed on the left side of the page is the lead that you've selected to view duplicates. More information: Merge duplicate leads Understand the duplicate list page If the lead has duplicates, the View duplicates option is displayed on the toolbar.Īfter detecting the duplicates, you can merge and maintain a single record. Sign in to Sales Hub app, and in the site map, select Sales > Leads. The AI model can identify the duplicate leads even when the names sound similar.įor example, Regina Murphy, and Regina Merphy, In this example, the spelling of the names is different, but the names sound similar and the email domain is the same (). If the leads have a similar name and the same email domain, they're displayed as duplicates. In this example, the spelling of the names is different but the names sound similar. The AI model can identify the duplicate leads even when the name and company sound similar.įor example, Regina Murphy from Contoso and Regina Merphy from Contoso.inc. If the leads have a similar name and company, they're displayed as duplicates. The duplicate detection feature displays the leads Kenny Smith and John Doe as duplicates, based on this rule. ![]() The leads Kenny Smith and John Doe have the same phone member, +1234567890. The leads are displayed as duplicates when they contain the same phone number, even though other values such as name and email address are different. ![]() The leads Kenny Smith and John Doe have the email address The duplicate detection feature displays the leads Kenny Smith and John Doe as duplicates, based on this rule. The leads are displayed as duplicates when they contain the same email address, even though other values such as name and mobile number are different. ![]() More information: Enable duplicate lead detection Rules to identify duplicatesĭuplicate leads are identified based on the following rules. More information: Dynamics 365 Sales pricingĪny primary sales role, such as salesperson or sales managerĬontact your administrator to enable duplicate lead detection for your organization. License and role requirements Requirement typeĭynamics 365 Sales Premium or Dynamics 365 Sales Enterprise ![]()
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