We are building a sales app.
Sales Representatives generate their leads and add into the app.
We want to setup a system where representatives can’t add lead if that’s already present into the system.
System should check for following before successful addition of lead.
- Company Name
So a lead wouldn’t be add if there are any of the phone/email/company name that matches something in the database, or it should check for a combination of all 3?
Yes, if details match with any of information, system will not add lead and give message to representative that lead is already in database.
Then I would advise you to create a custom form.
With those 3 fields, you would create 3 relations that match with the existing phone, email and company name columns in your database.
If there are any relations that is not empty, you don’t allow them adding a row to that Sheet.