Merge Leads

It could happen that in some cases duplicate leads may be created/imported in your account. With an eye to keeping in order your list of the leads use the Merge Leads action to combine several leads into a one.

You might find duplicates either by using table sorting asset (sort by Name) or by performing leads search.

In the list of leads select those you would like to merge, and then choose 'Actions' -> 'Merge Leads'. There should be a selection of at least 2 leads, but no more than 10 leads.

You will be provided with a dialog window suggesting you select the main lead to merge information to.

Once you select the main lead, press the 'Merge Leads' button and the listed leads will be combined together and you will see the Lead Command Center with the table updated.

What about running Action Plans and E-Alerts?

Whilst selecting a main lead from the list, you may see if a lead has Action Plans and/or E-Alerts running and the number of those active automations.

Please be noted that only the main lead of a merge retains all running Action Plans and E-Alerts. The merged leads not designated as the main lead will have their Action Plans and/or E-Alerts paused, and stage changed to Trashed.

What data will be merged and what won't

The main lead saves primary agent, listing agent, lender, stage, name and any other information that could not be merged. 

In details, the information from the listed leads will be distributed in the following way. 

Timeline activities like sign up, routing, transferring, stage changes will not be merged.
While activities like conversions (texts, emails, E-Alerts), lead actions (views, favorites, showing requests, etc.), tasks, opportunities will be moved to the main lead.

Information like tags, notes, tasks, email addresses, phone numbers will be removed completely from the other leads.
Information like price, custom fields will be copied if the main lead has not such information.