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(INTERNAL) Troubleshooting Access Denied Error with Duplicate Lead Detection (CRM)

Symptom/Error

When the duplicate detection system flags a lead and you click the "view/use existing lead" link in the duplicate warning, you receive an "Access Denied" error message. This prevents you from viewing or merging the duplicate records, even though you have proper permissions to access lead records.

Cause

This error is caused by a system bug specific to the redirect/lookup logic within the duplicate detection module, not actual user permissions issues. The duplicate detection system's permission routing fails when attempting to navigate to the existing lead record.

Solution

Unfortunately, there is no user-level workaround for this issue. This requires technical escalation to fix the duplicate detection permission handling.

To report this issue:

  1. Contact Dazos Support through the in-app messenger or support email

  2. Provide the specific lead record URL where you encountered the error

  3. Include the timestamp when the "Access Denied" error occurred

  4. If possible, include screenshots of the duplicate warning and error message

โš ๏ธ Important: Do not delete any test leads that support creates to reproduce this issue, as engineers need them to verify the fix.

When to Contact Support

Contact support immediately when you encounter this error, as it impacts your ability to manage duplicate leads effectively. This is considered a priority issue that affects data integrity and daily operations.

When contacting support, include:

  • Lead Record URL of the affected lead

  • Exact timestamp of when the error occurred

  • Screenshots of the duplicate warning and "Access Denied" error

Related Resources

While waiting for the fix, you may find these articles helpful for general duplicate management:

  • How to Merge Duplicate Leads Manually

  • Understanding CRM Permissions and Access Control

  • How to Contact Dazos Support

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