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When working with a Lead record and matching a company to the Lead via the Add or Find this Company button. The system is supposed to open a pop up that displays a list of potential company matches, which you can select from, and everything happens within…
A customer is saying they are experincing an issue where CRM's deduplication is doing a poor job of picking up existing customers in CRM for new leads. After investigating a bit I would have to agree.
See Below. Lead dedupe is set to 'Begins With'.…