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:
Identify Duplicate Leads:
Select Leads:
Set Principal Lead:
Confirm Merge:
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.
Tags:
Lead Management, Duplicate Leads, Merge Leads, CRM Processes, Client Engagement
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