How can I merge lead records?

Modified on Fri, Jan 2 at 12:58 PM

Subject

Applies to: Admin/Branch Manager
Purpose: Explain how Admin/Branch Manager users can merge duplicate lead records into a single lead.
Location in Ricochet: Lead Management

Description

Admin/Branch Manager users can merge up to six lead records into one by selecting the lead to retain and choosing which data fields to keep.

Resolution

Optional: View the interactive tutorial for this process:

Click here to open the step-by-step tutorial in a new tab

1. If you need to merge leads, first you'll want to select one or up to six (6) leads from the checkbox on the left.

2. Click Merge Records

3. Click the main Lead ID you wish to retain

Note: Typically the one recommended to keep is the one with the most call history and overall historical data for Text/Email/Notes/Calls

4. Select the fields you wish to retain by clicking the radio button for the field you want to merge into the one lead record

5. Click Merge Leads

6. Click Ok to merge the lead records.

7. Wait for the confirmation of the merge to be completed before navigating away to another location in Ricochet.