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Re: Lead Duplicates and Opportunity norification

by
Serpent Consulting Services Pvt. Ltd., Jay Vora
- 08/30/2015 01:58:51
Adrian,

Currently, if I am not wrong there is already customer field autoselected when the email of lead matches customer.

Usually, the same customer comes again, for diff need is a separate lead. so this should not be a duplicate.

While assigning the lead we can do a little check and develop this.

Let us know if this did leave any doubts.
Thanks,
Regards,
Jay Vora.
Serpent Consulting Services Pvt Ltd.
M : 091-9879354457


-------- Original Message --------
From:Adrian Pipo <Adrian.Pipo@solveitme.com>
Sent:Sat, 29 Aug 2015 19:43:27 +0530
To:Community <community@mail.odoo.com>
Subject:Lead Duplicates and Opportunity norification

Hi All,

 

Hope you are all well.

 

For your assistance please. Is there a way for Odoo CRM to notify sales personnel that there is already a customer created under that name (Manual Creation or Import).

 

Thank you so much,

 

Adrian Christopher Pipo

Senior IT Engineer

 <img width="154" height="55" id="Picture_x0020_1" src="cid:image001.png@01D0E285.BB00E470" alt="solveit logo">

M  +971 (0)558805881

W  www.solveitme.com

E    adrian.pipo@solveitme.com

 

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