The Merge Lead activity allows you to consolidate duplicate lead records into a single master record. This helps maintain clean and accurate lead data, ensuring that sales representatives work with the most complete and up-to-date information.
Click Merge Lead in the Lead page to open the Merge Lead assistant. First you select the master record, i.e. the lead that will remain after the merge.
If duplicates have already been identified, they will be listed for selection. If no duplicates are detected, the assistant will display all lead records so that you can manually choose one. Next, select the duplicate lead record that you want to merge into the master. In the following steps, review and select the information (such as contact details, activities, or notes) that should be carried over to the master record.
Two leads must have been entered and saved.
When you complete the merge process, selected information from the duplicate is transferred to the master lead. If the Delete the duplicate leads when merged to the master record setting in the CRM/SRM Default Values page is set to TRUE, the duplicate record is deleted. If it is set to FALSE, the duplicate lead remains, and its status is updated to Merged.