Create and edit a customer, then review duplicates

What this lesson covers

Create a sample customer, edit the name, verify it after reload, and inspect a duplicate-number warning on a new opportunity.

Before you start

Prepare a permitted test name and phone number. If deal value is unknown, do not invent a number merely to fill the form.

Follow the walkthrough

Complete and save the new customer form with a name and contact details.

Edit the name in the record, save, and reload the page.

Use the same number for another opportunity, inspect the existing-contact warning and review the earlier record.

Check the result

Match the name and phone number after reload. Inspect duplicate warnings before creating another contact.

Using this in your workspace

One customer can have multiple opportunities; a new opportunity does not always require a new contact. Review the existing record’s history and ownership.

About this video

Recorded in Kalahamoon 2.33.1 with Persian on-screen captions and background music, without narration. The visible records belong to a demonstration workspace.