How to Merge Leads in Salesforce
Here is a step-by-step tutorial to merge leads in Salesforce:
- Head over to Leads in the top menu bar.
- Select the duplicate lead that you want to merge.
- Salesforce will automatically give you a prompt saying your lead is a duplicate.
- Click on View Duplicates in the prompt.
- Make sure both the boxes for the duplicate leads are checked. And hit Next.
- Compare the leads and hit Save.
- And finally, on the Confirm merge page, hit Merge.
- You will now see a success prompt saying your leads were merged!
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