How can we set up "Select from similar" functionality, when a contact or an account is added automatically when creating a new lead.
Does it have to do something with duplication rules setup? Does this comes Out-of-the-box?
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Hello Kavian,
Hope you're doing well.
You can find more information about the "Select from similar" functionality for Contacts and Accounts created from Leads in the articles below:
https://academy.creatio.com/docs/user/marketing_tools/leads/leads_faq#t…
https://academy.creatio.com/docs/user/marketing_tools/leads/leads_faq#t…
Also, the search process for similar contacts/accounts for Leads is being performed based on the parameters from "Duplicates rules" settings. To find the needed duplicates rules, please go to the System designer and open the "Setup duplicates rules" section, there you will be able to configure duplicates search parameters for Contacts and Accounts created from Leads (there are two folders for those rules: "Leads: similar accounts", "Leads: similar contacts"):
Best regards,
Roman