If the "First Name" + "Last name" are the same, AND either the "Phone number" or the "Email address" are the same; then Selly would recognize that there is already an existing client and Selly would not create a duplicated entry for the client in the client list (May create Duplicate lead still under Lead Management module).
Please note that we are currently working on a merge tool that can be used to "Merge" duplicated clients. For instruction on how to utilize the "Merge" tool. Please click here.
When I get a new lead in Selly. Is there anything that will compare the new lead with existing leads to see if there's any duplicate?
Dixon Adair -
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