Why should I merge Leads and how do I do that?

Why should I merge Leads and how do I do that?

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:

  1. Identify Duplicate Leads:

    • Use filters to find duplicate leads in your data table.

  2. Select Leads:

    • Choose both records and click on the 'Merge Leads' link in the action bar.

  3. Set Principal Lead:

    • In the pop-up window, select one lead as the principal lead to retain.

  4. 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.

    • Related Articles

    • How do I send an SMS message to my lead on PropSpace?

      How do I send an SMS message to my lead on PropSpace? Sending SMS to Leads Steps: Select Leads: Choose one or multiple leads in the data table. Compose Message: Click 'Send SMS', type the message, and send. Why This Matters: Sending SMS messages ...

    • Will I receive a Calendar notification for a closed Lead?

      Yes, calendar notifications continue even after a lead is closed. You will still receive email notifications for any calendar event associated with a lead, even if the lead status is marked as Closed. This ensures that no scheduled meetings, ...

    • How to download leads?

      How to download leads? Downloading Leads in PropSpace Data protection notice: Exported files contain personal data protected under GDPR and UAE data protection law. You are responsible for: - Secure storage of exported files - Deleting exports when ...

    • How to find matching listings for my lead?

      How to find matching listings for my lead? Matching Listings to Leads Steps: Select Lead: Choose a lead and view matching properties based on requirements. Email Listings: Select properties and email them to the lead. Why This Matters: Efficiently ...

    • Analysing Lead and Listing Data

      Analysing Lead and Listing Data How to Use Analytics for Lead and Listing Management: Lead Analytics: Go to 'Analytics' and select Reports and then 'Lead Reports'. Review filters such as lead sources, conversion rates, and agent performance. Use ...