Data

Merging duplicate leads

Automatically merge duplicate leads without data loss

Features

Selecting a merging algorithm
Works between different pipelines
Saving lead history
Association Analytics
Possibility of cancellation

Installation and setup guide

Detailed guide for working with widget "Merging duplicate leads"

CONTENTS

  1. Initial setup
  2. Merge Options

Initial setup

After installation:

  1. Go to NSettings → Integrations → Widget.
  2. Fill out the form (Name, Number).
  3. Click Activate.

Merge Options

By what entity to combine

  • Primary contact (default)
  • Any contact in the lead
  • Company
  • Main contact + Company

Which way to combine?

  • Towards a senior lead - everything is combined into a senior lead.
  • Priority by order in the block - leads are combined into the one that is lower in the list of selected stages/pipelines.

Merge blocks

  • The combination is configuredwithin the selected block (stages and pipelines).
  • Leads are not merged between blocks.
  • In the “Unparsed” stage, merging is not performed.

This widget only combines leads for one contact/company.

One contact/company is a contact/company with one ID

ID can be viewed in the address bar when going to the contact/company

  • Checkbox “Do not glue within a block” - if you need to combine leads between stages, but not within one stage.
  • Field settings - select which fields to leave or replace when merging.
  • Creating a task after merging - you can set the task type and text.
  • Additional field matching check - merging will only occur if the selected fields match (or if one of them is empty).
  • Save the creation date of the oldest lead - to see the complete history of correspondence from the first lead.
  • notmerge tag - allows you to exclude individual leads from the merge.