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.

Tags:

Lead Management, Duplicate Leads, Merge Leads, CRM Processes, Client Engagement


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