Very clear, thanks! Question 🙋 : the rules work both ways? I mean, when creating a rule to check contact vs leads. Is it required to create another rule on the lead object to check for contacts?
As I understand Rules, they are specific to Objects - so I'm assuming we'd need reciprocal rules but Leads are tricky since we wouldn't be merging them with Contacts. Keep us posted as you learn more about Duplicates!
Very clear, thanks! Question 🙋 : the rules work both ways? I mean, when creating a rule to check contact vs leads. Is it required to create another rule on the lead object to check for contacts?
As I understand Rules, they are specific to Objects - so I'm assuming we'd need reciprocal rules but Leads are tricky since we wouldn't be merging them with Contacts. Keep us posted as you learn more about Duplicates!
@@Forceorg yup, it is right, they must be set in both objects so it is up to the one you are editing to make the match