Description – The feature will let you choose a master lead by merging multiple lead sources with each other.
Use Case – Ideal to eliminate duplicates and retain clean data in the CRM
Process:
- Navigate to Pipelines and choose Action, and click on Lead Source.
- Choose Lead Source Names and click on Merge.
- Select Master lead source and choose Merge.
- All lead information from the secondary lead sources will now migrate to the master lead source.
