Record Validation for Duplicates: Association of Leads and Contacts

When you have performed duplicate validation for an individual lead or contact, or a group of leads or contacts, you can associate a lead with a duplicate contact, or a contact with a duplicate lead as described in the following sections.

Association of Leads with Contacts on the Duplicates Tab

When you have performed duplicate validation for an individual lead or a group of leads, and at least one duplicate contact has been found for a lead, you can associate the lead with the contact on the Duplicates tab of the Leads (CR301000) form. In the Records for Association table, you select the contact and click Associate on the table toolbar. You can select only one contact at a time to be associated with the lead currently being viewed on the form. The duplicate values of UI elements in the table are highlighted.

In the Associate the Contact with the Lead dialog box, which opens, you can associate the selected contact with the lead and select the contact-related settings to be updated for the contact and the lead when they are associated. By default, the Sync with Lead check box is selected meaning that after the lead and the contact have been associated with each other, they will have the same contact settings.

Note: If you clear the Sync with Lead check box, the check boxes in the table become unavailable for changing. In this case, after the lead has been associated with the contact, the contact settings on the Leads form remain unchanged, the Override check box becomes selected on the Contact Info tab, and the contact's settings on the Contacts (CR302000) form are not updated with values from the associated lead.

After the lead and the contact have been associated with each other, you can see the contact in the Contact box of the Summary area on the Leads form.

Association of Contacts with Leads on the Duplicates Tab

When you have performed duplicate validation for an individual contact or a group of contacts, and at least one duplicate lead has been found for a contact, you can associate the contact with the lead on the Duplicates tab of the Contacts (CR302000) form. In the Records for Association table, you select the lead and click Associate on the table toolbar. You can select only one lead at a time to be associated with the contact currently being viewed on the form. The duplicate values of UI elements in the table are highlighted.

In the Associate the Contact with the Lead dialog box, which opens, you can associate the selected lead with the contact and select the contact-related settings to be updated for the contact and the lead when they are associated. By default, the Sync with Lead check box is selected meaning that after the contact and the lead have been associated with each other, they will have the same contact settings.

Note: If you clear the Sync with Lead check box, the check boxes in the table become unavailable for changing. In this case, after the contact has been associated with the lead, the contact settings on the Contacts form remain unchanged, the Override check box becomes selected on the Details tab, and the contact's settings on the Leads (CR301000) form are not updated with values from the associated contact.

After the contact and the lead have been associated with each other, you can see the summary information about the lead on the Leads tab of the Contacts form.