Merge Lead to Account

Explanation

This activity is used to merge a lead to an account. Click Merge to Account on the Lead page to open the Merge Lead to Account assistant. First you select the master record, i.e. the account to which the duplicates will be merged. If duplicates have been found, they will be listed and you can select one of the accounts. If no duplicates have been identified, you can enable the Show All Records option to see all accounts. Then you select the duplicate. In the following steps you select what information to merge.

Prerequisites

One lead and one account must have been entered and saved.

System Effects

When you complete the merge process, all lead records selected for the merge process are deleted.