Merge Leads

Zaid Assadi

Updated 23 Sep 2026 | 05:22 PM

1. Feature Overview

Your account can sometimes have more than one lead record for the same person. Merge these duplicate leads into a single lead to keep your lead data clean and accurate. Merging leads helps you:

• Get a complete view of the lead – See all of a lead’s details, activities, tasks, and notes in one record, instead of spread across multiple records.
• Avoid duplicate outreach – Prevent multiple users from calling or emailing the same person, and stop automations from sending the same communication more than once.
• Keep reports accurate – Count each person only once, so lead counts, source attribution, and conversion metrics reflect reality.
• Clarify lead ownership – Assign one owner to the lead, instead of multiple users owning different copies of the same person.

2. Prerequisite

• Your permission template must grant full edit access to lead fields. Users with partial edit access can’t merge leads.

3. How It Works

When you merge leads, you choose a master lead and select the field values you want to retain in the merged lead.

• Master Lead – The master lead keeps all its read-only fields, such as Created On and Created By.
• Field values – You can pick field values from any of the selected leads. For example, you can retain the email address from one lead and the mobile number from another.
• Associated records – Opportunities, activities, tasks, and notes from the other leads are added to the merged lead.
• Other leads – After the merge, LeadSquared deletes all the selected leads except the master lead. You can’t undo a merge.
• Merge activity – LeadSquared records the details of the merged lead fields as an activity against the merged lead.

4. Merge Leads

1. Navigate to Lead Management>Leads.
2. Select the checkbox against the leads you want to merge.
3. On the More Actions menu, click Merge Leads.
4. On the Merge Leads pop-up window, under the Select Details tab, click Set as Master Lead against the lead you want to keep as the master lead. The button changes to Master Lead.
5. Select the field values you want to retain in the merged lead.
   • To retain a specific value, click it. A tick appears against the selected value.
   • To retain all the field values of a lead, select the Select all fields of this Lead checkbox against that lead.
   • When the Show only the fields with different values checkbox is selected, only fields with different values across leads appear. To view all lead fields, clear this checkbox.
6. To view all the selected leads, scroll horizontally.
7. Click Next. Under the Preview tab, review all the field values of the merged lead. To make changes, click Previous.
8. Click Merge Leads. On the Confirm Merge pop-up window, click Merge Lead.

5. View Merge Lead Activities

LeadSquared records the details of the merged lead fields as an activity against the merged lead. You can view this activity on the Lead Details page.

1. Navigate to Lead Management>Leads, and click the merged lead.
2. On the Lead Details page, under the Activity History tab, find the lead merge activity.
3. Against the lead merge activity, click View Details.
4. On the pop-up window, view the lead fields retained in the merged lead.

6. Troubleshooting

1. Users Receive an Unauthorized Error When Merging Leads

• Issue Description – Some sales users can merge leads without restrictions, while others receive an “unauthorized” error despite having all permissions enabled.
• Cause – The user’s permission template restricts edit access to specific lead fields. Users with partial edit access to lead fields can’t merge leads.
• Solution
  1. Check the permission template assigned to the affected user.
  2. If the template restricts edit access to lead fields, grant full edit access to the required lead fields.
  3. If the restrictions are intentional, the user sees the following error: “Error in Merging Leads. You do not have permission to update these fields.”

Any Questions?

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