Leads & sales

Duplicates versus a new buyer enquiry

Check whether a repeat belongs to the same opportunity or a new requirement.

Where to go

Leads → buyer record → timeline

Step by step

Search the buyer’s email/phone and review existing enquiries before creating another.
Compare product, requirement and current sales cycle, not just the buyer name.
Submit the genuine enquiry once and read the saved/duplicate response.
Verify whether the submission attached to an existing lead or created a linked separate opportunity.

Demo example

Demo: an exact repeat for cumin may attach to that enquiry; a new sesame requirement can be a different opportunity.

Does matching email always mean a duplicate lead?

Not necessarily. An exact repeat and a genuine new requirement/cycle can be handled differently. Review the saved result.

Reviewed 10 October 2026 · CRM 0.53.1