Matching Rules for Leads & Contacts
Implemented custom Matching Rules for Leads and Contacts to prevent duplicates. Used Fuzzy Match on First and Last Name, Exact Match on Email. Logic: (FirstNameFuzzy = TRUE) AND (LastNameFuzzy = TRUE) AND (EmailExact = TRUE) Set “Match Blank Fields = FALSE” for all to avoid false matches. The only setback during testing was that if users ignore the warning message, the record can still be created multiple times.