Merge Lead to Customer
Explanation
This activity is used to merge a lead to a customer.
Prerequisites
This activity has no prerequisites.
System Effects
When you complete the merge process, all business lead records selected for
the merge process are deleted.
Window
Merge Lead to Customer
Related Window Descriptions
Merge Lead to Customer
Business Lead
Business Leads
Procedure
- Open the Business Lead window.
- Query for lead records that you want to merge.
- Right-click and select the Merge Lead to Customer option to open the
Merge Lead to Customer form.
The current record on business lead form will automatically be selected as
merge-from record. Optionally, you can click on the Lead ID field in
merge-from section and search for multiple records by clicking the search
icon.
- Click on the merge-to lead ID and search. The matching record will be
populated.
- You can merge field-wise by clicking the arrow in front of each field
in the merge-from section. Then the merge-to value will be overwritten.
- Alternatively, if you want to overwrite all field values at once, use the
double arrows in front of the lead ID.
- Select the child records you want to copy. i.e., addresses, contacts, etc.
- Click Merge.
Note: Notes will not be overwritten, but copied to the merge-to record.