Shared guide

How to merge duplicate leads

In this how-to guide, you'll learn the simple steps to merge duplicate leads efficiently.

victoriaworkflowsvictoriaworkflows
·8 steps·84 views·Published

In this how-to guide, you'll learn the simple steps to merge duplicate leads efficiently. Follow along as we demonstrate clicking through the necessary options, entering the required information, and finalizing the merge process to keep your lead database organized.

Step-by-step Guide8 steps

  1. Click Ezra A

    Click Ezra A
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  2. Click on "Click here."

    Click on "Click here."
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  3. Click Merge

    Click Merge
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  4. Click on "Click here."

    Click on "Click here."
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  5. Type "ezra"

  6. Click Ezra A

    Click Ezra A
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  7. Click Preview

    Click Preview
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  8. Click Merge

    Click Merge
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