Programatically verify that account exists in Lead Conversion

General Description

Modify the Lead conversion process so that the CRM checks automatically if the Account created as part of the Lead conversion exists or not. If it doesn't then create it, if it does then link the created records to it.

Current Functionality

The CRM has no automated duplicate check when processing Lead conversion and creating new Accounts. The CRM will allow the same Account against the same Magaya Supply Chain instance or a new one.

For more information on creating Accounts through the Lead Conversion process please visit the Magaya Knowledgebase at Magaya CRM: Convert a Lead

Future Functionality

Remove the Account options from the Lead conversion screen:

And replace them with an automation that checks for the value entered into the Lead's Name field against all existing Accounts and matches the newly created records to the existing Account on convert: