topic Re: How to setup DupeBlocker Rule on Lead Conversion? in DemandTools

How to setup DupeBlocker Rule on Lead Conversion?

mdosanjh — Mon, 31 Mar 2025 18:52:49 GMT

Hi all -

How do you recommend using the DupeBlocker scenarios to block duplicates being created from Lead Conversion?

I've been trying to configure the Lead to Account and Lead to Contact scenarios but I'm unable to block lead conversion. Is the right type to be using? Or should I focus on Account rules?

Re: How to setup DupeBlocker Rule on Lead Conversion?

Pugs_Validity — Tue, 01 Apr 2025 15:45:13 GMT

@mdosanjh - When you say you are unable to, what is causing you to be unable to? There are a lot of nuances that go into building out dupeblocker scenarios so I would reccomend reaching out to our team at DemandToolsCOE@validity.com if you'd like to talk through your use case. The resources below also provide a good starting point.
DupeBlocker Documentation