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Resolving lead duplication while creating or updating a single lead

Updated on May 10, 2021

If you create a lead that matches an existing lead, or edit a lead to match an existing lead, the system displays a warning with a link to view potential duplicates.

Pega Sales Automation Implementation Guide
  1. Log in to Pega Sales Automation as a sales representative or a sales operations user.
  2. Complete the fields that are required to create a new lead, or update the fields of an existing lead, and then click Submit.
    Result: If the lead that you are trying to create or edit matches an existing lead, the system displays the following warning:

    Looks like you might be creating a duplicate

  3. Click the See <number> Potential Duplicate(s) link, and then review the details in the Potential duplicate(s) dialog box.
    Result: An overlay opens with the details of the current case and the potential duplicates.
  4. Depending on whether the potential duplicate warning is valid or not, resolve the duplication in one of the following ways:
    Resolve an invalid potential duplicate warningProceed to create the lead.
    1. Close the overlay by clicking Continue working.
      Note: The system no longer considers the lead to be a duplicate and removes the warning, enabling you to submit the lead.
    2. In the New Individual Lead or New Business Lead dialog box, click Submit.
    Resolve a valid potential duplicate warningAbort the process of creating the lead, and use an existing lead instead:
    1. Click outside the overlay that shows the potential duplicates.
    2. Close the New Individual Lead or New Business Lead dialog box without creating a lead by clicking the Close button, and then clicking Delete.
    3. In the Leads list, find an existing lead with the same property values.
    4. Update that lead with any additional details that you want to add.
  • Previous topic Resolving lead duplication from the Leads landing page
  • Next topic Resolving lead duplication during bulk imports

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