{"id":9289,"date":"2014-12-20T06:07:39","date_gmt":"2014-12-20T06:07:39","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9289"},"modified":"2019-02-21T07:09:29","modified_gmt":"2019-02-21T07:09:29","slug":"lead-de-duplication-nice-to-have-feature-in-sage-crm-7-3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/20\/lead-de-duplication-nice-to-have-feature-in-sage-crm-7-3\/","title":{"rendered":"Lead De-duplication nice to have feature in Sage CRM 7.3"},"content":{"rendered":"

Yes, you heard it right!!! Now, with the upcoming version Sage CRM 7.3v sage will be coming up with de-duplication feature at Lead level which was earlier restricted to Company and Person entities only.<\/p>\n

New Stuff:\u00a0<\/strong><\/em>Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration<\/a><\/p>\n

In our recent experiences across the retail businesses we found it was very much important to have duplication checks at every level of SageCRM as the data being entered is becoming huge day by day. Well, I may be in hurry to disclose these features at beta stage, however felt it\u2019s worth a share.<\/p>\n

The basic setting to enable Deduplication rule will remain available under Administration | System | System Behaviour<\/strong> with an additional field on the screen which says Deduplication Rule <\/strong>which contains And<\/strong> & Or <\/strong>option. By selecting the required option from this field system administrator can configure the system in a way that data duplication can execute based on these conditions. See below screenshot for your reference.
\n\"IMG1\"<\/a>Once the configuration is made by system administrator the lead screen for an end user will look like as below screen.
\n\"IMG2\"<\/a>Here on this screen user will be asked to enter the Company Name and Last Name before punching the actual lead information. Now, while clicking on Enter Lead Details<\/strong> button system will search for the corresponding leads data which matches the details entered and accordingly De Duplication message will appear either to tag it with existing lead or to create a fresh lead in system.<\/p>\n

About Us<\/strong><\/span>
\nGreytrix<\/a> a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

Yes, you heard it right!!! Now, with the upcoming version Sage CRM 7.3v sage will be coming up with de-duplication feature at Lead level which was earlier restricted to Company and Person entities only. New Stuff:\u00a0Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration In our recent experiences across the retail businesses we\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,108,210,332,342,1],"tags":[740,931,1497,2035],"class_list":["post-9289","post","type-post","status-publish","format-standard","hentry","category-configuration","category-de-duplication-sage-crm","category-lead","category-sage-crm","category-sage-crm7-3","category-uncategorized","tag-configuration","tag-de-deplication","tag-lead","tag-sage-crm-7-3"],"yoast_head":"\nLead De-duplication nice to have feature in Sage CRM 7.3 - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/20\/lead-de-duplication-nice-to-have-feature-in-sage-crm-7-3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Lead De-duplication nice to have feature in Sage CRM 7.3 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Yes, you heard it right!!! Now, with the upcoming version Sage CRM 7.3v sage will be coming up with de-duplication feature at Lead level which was earlier restricted to Company and Person entities only. 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