How to Create Duplicate Rules Follow

A Duplicate Rule in Salesmate is a set of criteria that helps the system identify and manage duplicate records.

How to Set Duplicate Rules

To set Duplicate Rules,

• Navigate to the Profile Icon on the top right corner.
• Click on the Set Up.
• Head over to the Manage Data category.
• Click on the Duplicate Management option.

• Click on "New" to create a new Duplicate Rule.

Here, you would need to add the following details,

• Rule Details
• Matching Criteria
• Actions

Rule Details

• Rule Name: Enter a name for your Duplicate Rule.
• Select Module: Choose the Module (Contacts, Companies) where this rule will apply.
• Data Sharing Policy: Define how the rule will handle data sharing and visibility within your team.
  • Enforce global data sharing policy: The duplication check will be performed against only the records a user can view within the selected module.
  • Bypass global sharing rules: The duplication check will be performed against all records within your organization for the selected module, regardless of individual user permissions.

Matching Criteria

• Field: Choose the specific field(s) in the module that the system will check for duplicates
• Matching Method: Select from he following options, 
  • Fuzzy: The system will perform a loose match, identifying similar but not necessarily identical records
  • Exact: The system will look for an exact match, where the field value must be identical.
• Match Blank Fields: Decide whether the system should consider blank fields as potential duplicates.
• Custom Filter Logic: Define specific conditions or logic for how the system should match and identify duplicates based on your chosen fields.

Actions

• Block User(s) to save duplicate record while creating or editing it: Prevent users from saving a record if it matches an existing one while creating or editing.
• Warn users while creating duplicates: Display a warning message to users if they attempt to create a record that matches an existing one, allowing them to review before saving.
• Assign Tags: Automatically assign specific tags to records identified as duplicates for easier tracking and management.

• Once done, Save the information
• That's it your new Rule is now created.
• Once the Rule is created you would then need to activate the rule. Learn More