1. Feature Overview Use the ‘If Lead Exists’ condition to check if a lead with a defined set of parameters exists in the system. You can follow up with an action such as Merge Leads, to avoid creating duplicate leads in your account. 2. Set Up If Lead Exists You can set up the […]
Incident Support SLA Already have a LeadSquared account? Reach us on our support channels below. 1. Support Channels Official Channels Details Support over Email support@leadsquared.com ; mobile.support@leadsquared.com Submit ticket via web https://help.leadsquared.com/ > Contact Support Support Over Call India: 080-468-01265; North America: +1-732-385-3546 Note: Writing to support@leadsquared.com is the fastest way to get support. […]
1. Feature Overview The Merge Lead action helps you to avoid creating duplicate leads. 2. Prerequisites The Merge Leads action must be preceded by an If Lead Exists condition, and must follow the Yes path under the condition. 3. Set Up Merge Leads Click the Yes path icon under the If Lead Exists condition, […]