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How to make fields "unique" via Settings menu?

John Baldwin
on 11/3/14, 12:39 AM 550 views

I am trying to prevent the creation of duplicate leads and customers for a direct sales (b2c) system where prospects might complete lead forms from multiple offers (even existing customer might complete a form). If I can make phone numbers and emails unique I should be able to prevent duplicate leads. Any help would be apreciated, thanks in advance.

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Asked: 11/3/14, 12:39 AM
Seen: 550 times
Last updated: 3/16/15, 8:10 AM