Deleting and Merging Leads

      Deleting and Merging Leads

        Article Summary

        Deleting a single lead

        You may need to delete leads for various reasons. To do so, on the left side of a leads page, click on the three dots button next to the lead name, look for the Delete Lead button, and click confirm.

        Deleting leads in bulk

        To delete many leads at once, search for the Leads you want to delete using your desired criteria using the Leads filter, then go to the More button (... ) > Bulk Edit > Choose bulk action type as Delete the leads > Next > Bulk delete.


        Merge Leads

        A few things before you merge -
        1. Once merged, a lead can't be unmerged.
        2. If conflicts exist in the lead name, description, status, or a custom field, we will keep the data from the destination lead and discard that data from the current lead.
        3. For the final merged lead, we will utilize the "Date Created" and "Created By" values from the older of the two leads.

        You may need to merge leads for different reasons, for example, duplicates, two contacts in the same company, etc.

        To do so, on the left side of the leads page you want to merge, click on the three dots button next to the lead name, and look for the Merge button > Choose the destination lead > Merge into this lead and confirm.

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