Use Map to avoid Possible Duplicates

Avoiding project duplicates is key to keeping the project business efficient. Since it’s not always easy to identify a project based on its name, it’s important to check a project’s location on the map, to make sure there isn’t another project in that area that may actually be the same as the Project Lead you’re qualifying.

Check for duplicates on the map

1. Assuming you’re using the default Baucore page layout, there’s a Maps tab on the Project Lead record page. If this tab isn’t visible, check with your administrator.
2. The green marker on the map represents the current Project Lead. All other Projects are shown with blue markers.
3. If there are no possible matches on the current view, try zooming out to check for other Projects in a bigger radius from the current Project Lead.

Related

• Project Qualification with Project Lead
• Use Cases for Project Lead