This article will guide you in setting your similar user settings. These settings will be the default checks when adding a new prospect to help prevent adding duplicate profiles.
Navigate to Setup > Leads > Similar User Settings.
Select Yes next to each of the profile options that you wish to check for duplicates by default.
If only email is selected, all entries with the same email will NOT create a duplicate Profile. The more options you select will increase the likelihood of multiple users being created.
First name on with the entry of Tom vrs Thomas will create an extra profile.
When adding a new prospect, you will be able to customize each search regardless of the defaults by selecting or un-selecting boxes as desired.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup: Can access setup
- Club Setup: Can access sales scripts setup