Configuring lead de-duplication
Perform the configuration steps that are necessary for lead de-duplication to work in your Pega Sales Automation instance.
Pega Sales Automation Implementation Guide
To start using lead de-duplication, you must:
- Enable the lead de-duplication feature and define application-level match thresholds.
- Enable the job scheduler that runs the data transform that identifies duplicate leads.
- Assign the correct access group to the data transform that identifies duplicate leads.
- Configure the case-level match conditions.
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