How do I change Lead conversion NOT to default to create New?

hi Francesca Shiekh  I don't think Sugar would change that behaviour, more likely it's a bug

Hi Tony Romano ,

This is an intentional design choice as indicated in step 5 of their documented steps to convert a lead. From an end user perspective, I think their objective is to reduce the number of clicks it takes to convert a lead. In practice though, Sugar's native duplicate check rules (exact match on name only) are lacking and can result in poor data quality like what Francesca is seeing.

Chris

 Chris Raffle is right. The biggest problem we face is the limitation in the duplicate check.

One case that came up is first and middle initial in the first name field was throwing off duplicate check, as do suffixes in the last name field.

We have a team who cleans up leads but some fall through the cracks as Leads come from a variety of sources including Web Forms, spreadsheet uploads, and even responses to email campaigns (with all the caveats that email parsing brings).

 Chris Raffle is right. The biggest problem we face is the limitation in the duplicate check.

One case that came up is first and middle initial in the first name field was throwing off duplicate check, as do suffixes in the last name field.

We have a team who cleans up leads but some fall through the cracks as Leads come from a variety of sources including Web Forms, spreadsheet uploads, and even responses to email campaigns (with all the caveats that email parsing brings).