1 Reply Latest reply: Nov 21, 2012 9:54 AM by SimonHoy RSS

    Two leads of same name

    Sumit Khullar
      Hi,

      I had just created two leads of same name with same seller/client field.How is it possible to have two Leads or opportuntities of same name?


      Thanks and Regards,

      Manish.
        • 1. Re: Two leads of same name
          SimonHoy
          user12880720 wrote:
          Hi,

          I had just created two leads of same name with same seller/client field.How is it possible to have two Leads or opportuntities of same name?


          Thanks and Regards,

          Manish.
          Manish,

          Everytime a record or relationship is created within CRMOD a unique ID is created, hence this will allow you effectively "duplicate" field values which is advantageous for activities such as contact management, where first and last name is not unique. The unique identifier which tells them apart usually referred to as a row Id or just id you should be able to bring these into view should you require.

          The key is, understanding which fields are genuinely unique and which are not and how relative they are to your business requirements/processes and how best to utilise them.

          Edited by: 972501 on Nov 21, 2012 7:54 AM