Choose how new leads are checked and where they go next.
A match in any selected field can identify a duplicate.
Choose 1–20 fields. Phone and email are a useful starting point.
Compare with records created within this period before the new lead.
Look back 24 hours from the new lead's creation.
Only a match with another lead sends a new lead to the duplicate stage.
Matches with contacts, companies, or deals leave the lead's stage unchanged.
Excluded leads are not checked, moved, or added to check history.
Choose the sources you want to leave out.