Existing contacts not appearing when clicking lead convert when using a custom match rule on Phone field.
Last updated 2019-09-07 ·Reference W-6241431 ·Reported By 3 users
Existing contacts not appearing as duplicates/existing contacts when clicking lead convert when using a custom match rule on Phone field.
- Create a custom match rule using Phone field
- Create a duplicate rule using the preiously created match rule.
- Create a contact populating the fields which are used in the match rule.
- Create a lead with the same values used in contact
- Click convert
- Observe, the existing contact doesn't appear in the as an existing contact.
Use standard match rules
Don't use phone field in match rules
Is it Fixed?
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