Hello everyone, this is my first time using this forum so am not sure of all the protocols so forgive me if i am breaking any. My question is this, I am trying to use Suite CRM to control all the contacts / leads that arrive through email and other means. What I need right now is a way to ensure that no duplicate contacts are entered, not only by name but also want to check it against email and phone etc. I have looked at the Studio and tried to modify the current settings but have not seen any place in which to do it. Can anyone assist with this.
Thank you
John