Our smart duplicate detection notifies and prevents duplicates using several methods. However, sometimes duplicates still exist. Here's how to merge duplicate leads!
- Click on any lead
- Click on View on the potential duplicates warning bar
- Select up to 3 leads that you want to merge
- Click Next
- Select the values that you want to retain. Select the master record first and all other values will be merged to the master record.
- Click Merge
Note:
- All related notes will be associated with the new record
- Only fields with different values will be displayed