How To Merge Leads In Salesforce
- Log In to Salesforce: Access your Salesforce account with your credentials.
- Navigate to Leads: Click on the "Leads" tab in the main menu.
- Find Duplicate Leads: Use the search bar to locate leads you want to merge.
- Select Leads: Check the boxes next to the leads you wish to combine.
- Click on Merge: Look for the "Merge" button and click it.
- Choose Master Lead: Select which lead will be the primary one after merging.
- Review Information: Check the details to ensure accuracy before merging.
- Confirm Merge: Click the "Merge" button to finalize the process.
- Check Merged Lead: Review the merged lead to ensure all information is correct.
