Merging Leads

Permissions Required: Merge Leads

This feature enables you to merge two leads. You can merge two leads only if the following conditions are satisfied:

•   The leads you want to merge are associated with the same contact.

•   The leads you want to merge are associated with the same team.

•   You have access to the team to which the Leads are associated.

•   The originating lead record is not integrated with an external SIS application.

•    For more information on the various integration configurations, contact your administrator or see Business Administrator Help.

Note 

•   When two Leads are merged, you can choose to retain properties from any of the two leads.

•   By default, the ID of the second Lead is retained. The property values of the second lead are selected and displayed in the Retained Value column.

•   There are some non-editable properties. You can only edit values of properties that are not read-only.

•   When you select a lead record (origin) to be merged with another lead record (destination), that record (origin) is deleted from the system after merge.

To Merge Leads

1.  Go to the Leads workspace, and select the leads you want to merge, from the Table View.

2.  From the menu bar, click Merge.

Alternatively, select the required lead records, and right-click. From the available options, select Merge.

The Merge Leads dialog box that is displayed comprises four columns.

◦   First Column: Field - lists the properties of the lead.

◦   Second Column: Origin - Lists the corresponding property values of the first lead.

◦   Third Column: Destination - Lists the corresponding property values of the second lead. This is typically the lead into which, you want to merge the first lead.

◦   Fourth Column: Retained Value - Displays the values for each property that will be retained after the merge.

Note 

By default, values of the destination lead are selected and displayed in the Retained Value column.

3.  If you want to retain a property value from the first lead (origin), select the corresponding check box in the second column. Similarly, to retain a property value from the second lead, select the corresponding check box in the third column.

To retain all property values of the one of the leads, click Select 1 (to retain from the origin) or Select 2 (to retain from the destination). This selects all properties from the required lead.

Note

After selecting the origin and destination records for merge, if you want to swap the two records (that is, change the origin record as the destination or vice versa), click . This action resets all previous property selections that you made.

4.  Click OK to merge the Leads.

Note 

•   You cannot merge Leads that are deleted.

•   When Campaign support is enabled for the Lead, and when two Leads, Lead 1 and Lead 2, which are targets of an active campaign are merged; Lead 1 and Lead 2 are retained as targets in the campaign. Further, if a Mailer is configured for the campaign, mailers are sent to both Lead 1 and Lead 2.