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 select the master record, i.e. the account to which the duplicates will be merged. If duplicates have been found, they will be listed in the next step and you can select one of the accounts. If you want to merge the lead to an account that is not shown in the list of duplicates, you can enable the Show All Records option to see all accounts.
Next, select the duplicate lead record that you want to merge into the account. 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.
One lead and one account must have been entered and saved.
When you complete the merge process, selected information from the duplicate is transferred to the account.
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.