How to Merge Duplicate Leads
Why Merge Leads?
Merging duplicate leads helps maintain a clean and organised database by combining enquiries from the same client. This ensures all interactions with a client are tracked in one place, enhancing follow-up efficiency.
Steps to Merge Leads:
Identify Duplicate Leads:
Use filters to find duplicate leads in your data table.
Select Leads:
Choose both records and click on the 'Merge Leads' link in the action bar.
Set Principal Lead:
In the pop-up window, select one lead as the principal lead to retain.
Confirm Merge:
Click 'Merge Leads' to complete the process.
Why This Matters:
Efficiently managing duplicate leads ensures that all client interactions are centralised, improving follow-up processes and reducing the risk of missed opportunities.