Hi Folks,
I have two Questions regarding Lead Duplication Functionality. I need your suggestion to solve the below issue:
1. While merging the two lead, system use one Master lead and second duplicate as Obsolete. We are unable to edit and delete this Lead. Now, We need to delete this Obsolete Lead from the Production system.
I checked the report: CRM_ORDER_DELETE but it's a production system, we don't want to run this report in production.
2. As far as my knowledge concern, System check few parameters in case of Duplication:
a. Sold to party
b. Sales Organisation.
c. Contact Person
d. Product.
e. Status
Our concern is, we receive many Leads on daily basis from same customer and same contact person and we are using one dummy product if the product does not belong to master data so in each time system shows a pop -up for duplicate Lead. We want to keep the duplication check but can we add some more criteria like if sales rep is different then do not show a pop -up or if the product is dummy then don't check the duplication option.
What you suggest?
Best regards,
Dinesh