Merge Leads

March 19, 2015/8 Comments/in Leads, Manage Leads/by Sri Sudhan

1. Feature Overview Merge duplicate leads in your account into a single lead. This feature enables you to choose the lead details you want to retain versus those you want to overwrite. Note: You can also set up automations to merge leads programmatically. For details, see How to Merge Leads through Automation.   2. Prerequisite […]