Merge Leads

The Merged Lead will have its lead data updated with information from the other leads unless fields are protected to prevent change. This can be done by making the appropriate selections under each lead.

Open

1. Open Explore Leads

Open

2. Open the Filters and enter the Lead IDs as comma separated values in the Lead ID section and search

3. Once both leads are open check the check box to the left and select the merge icon

4. The Merge Leads window will open. Merging leads will take all the data from the listed leads and merge them into the selected "Merge Into Lead".

• On the lead you are Merging INTO ,you should select the "Protected Fields" you want to preserve from getting overwritten.

• On leads you are Merging FROM, you should select the "Merge Fields" you want to allow an attempt to overwrite.

• All Policies, Notes, Dependents, Tags, Touchpoints, Meta, Relational, Custom Fields, Dialer ID's, Callbacks, Appointments, Favorites, Documents, Action Logs, Relay Logs, Relay Queues, Mailer Logs, View Logs, API Logs and Surveys will be merged

• A log of the Merge will be placed in the action log for all leads involved. Merging WILL effect reports regarding counts & costs, merged leads will no longer be part of reports, although still visible in your lead list.

• THERE IS NO UNDO!!! If you forget "Merge Fields", you can however, simply rerun the merge and choose the fields to merge again.

  • Best practice is to export the leads prior to completing the merge and uploading as a locked reply to the original ticket.

5. In Merge Into Lead select the lead that will be the primary lead that the data will be merging into

6. Select Merge Leads to complete the process