changes.mady.by.user Fiona Hardy
Saved on May 17, 2023
Saved on May 18, 2023
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From Organiser:
Right-click over Internet Registrations (often shown in Overview panel)
Select Full results to view the internet registrations screen
Select the required lead (contact details are shown on right) and click Add (bottom right)
The search screen is displayed with Home, Mobile, Work and E-mail contact details for the lead already added to the Telephone/E-mail search field
Click Search
As seen in the example above, several duplicates have been found which should be checked by double-clicking each record to view the record in detail
Where no duplicates are found, click Add to create a new record for the selected lead