Spots when a "new" Lead is actually someone who already exists as a Contact. This is a cross-object rule: the check runs when a Lead is saved, but compares it against your existing Contacts.
# | Field | Matching method |
1 | Exact | |
2 | FirstName | Exact |
3 | LastName | Exact |
4 | Title | Exact |
5 | Account | Fuzzy: Company Name |
6 | Phone | Exact |
7 | MailingCity | Exact |
8 | MailingStreet | Exact |
Filter logic:
1 OR (2 AND 3 AND 4 AND 5) OR (2 AND 3 AND 6) OR (2 AND 3 AND 5 AND 7 AND 8)
The Lead's fields are compared against the corresponding Contact fields — the Lead's Company is compared to the Contact's Account name. In plain terms, a Lead matches an existing Contact if any of the following is true:
Same Email, or
Same First + Last Name + Title, and the Lead's Company matches the Contact's Account name, or
Same First + Last Name + Phone, or
Same First + Last Name, matching Company/Account, and same Mailing City + Street