Configuring match conditions
As an administrator or a sales operations user, define the conditions that a lead must meet for the system to identify it as a potential duplicate. Defining the match conditions accurately prevents redundant leads, minimizes false positives, saves time, and aids in better forecasting.
All Pega Sales Automation users can review duplicates and merge leads where appropriate. For more information, see Viewing and resolving duplicate leads.
You assign weights to specific properties of the Lead case type that you want to use to compare a lead with other leads in the system, and specify the total weight (sum of weighted conditions) that the system requires to flag a lead as a potential duplicate. You can optionally specify the case properties that must match for a lead to qualify as a potential duplicate.
- In Dev Studio, click .
- Depending on the lead type for which you want to configure match conditions,
open the appropriate case match rule:
- To configure match conditions for individual leads, open the FindDuplicatesForIndividualLead rule.
- To configure match conditions for business leads, open the FindDuplicatesForBusinessLead rule.
- On the Case Matching Type page, define the case properties
that you want to use to determine potential duplicates in a comparison against
the existing leads:
Choices Actions Define must match conditions Define the conditions that must match between the current case and an existing case and for the system to consider the current case a duplicate: - In the Must match conditions section, click Add must match condition.
- In the Label field, enter a unique name for the condition.
- In the Potential duplicates field, select a case property that you want to use to compare the cases.
- In the Relationship field, select the operator that you want to use to compare the cases.
- If the Current case field is enabled, define the current case property that corresponds to the property that you selected in substep c above.
- Optional: To add additional must match conditions, repeat substeps a through e above.
Define weighted conditions Assign weights to case properties and define the total weight that is required for the system to consider a case a duplicate: - In the Weighted match conditions section, in the Find potential duplicate cases where the sum of weighted conditions is at least field, enter a sum of weights that represents a threshold when the lead is a potential duplicate.
- Click Add weighted condition.
- In the Weight field, enter the weight that you want to assign to a case property to compare the cases.
- In the Condition field, select the case property.
- Select the operator that you want to use to compare the cases.
- Define the current case property that corresponds to the property that you selected in substep d above.
- Optional: To add additional weighted match conditions, repeat substeps b through f above.
- Check in your changes.
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