Difference between revisions of "Merge Leads Screen"
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This screen allows you to merge one lead into another. Manually enter the internal ID of the "From Lead" and the "To Lead" fields or search for the lead IDs by clicking the [[lookup widget]]. | This screen allows you to merge one lead into another. Manually enter the internal ID of the "From Lead" and the "To Lead" fields or search for the lead IDs by clicking the [[lookup widget]]. | ||
| − | Clicking the [Merge] button will take you to the "Confirm Merge" screen. | + | Clicking the [Merge] button will take you to the "Confirm Merge" screen. The "Confirm Merge" screen has the following options: |
| + | |||
| + | *[Common View] - Clicking this button will take you to the [[View Contact Screen]] for the selected contact. | ||
| + | *[Confirm Merge] - Clicking this button will merge the two contacts and delete the "From Contact". button will merge the two leads and delete [From Lead]. It will also take you to the [[View Contact Screen]] to view the newly merged contact. | ||
Revision as of 07:18, 27 September 2007
This screen allows you to merge one lead into another. Manually enter the internal ID of the "From Lead" and the "To Lead" fields or search for the lead IDs by clicking the lookup widget.
Clicking the [Merge] button will take you to the "Confirm Merge" screen. The "Confirm Merge" screen has the following options:
- [Common View] - Clicking this button will take you to the View Contact Screen for the selected contact.
- [Confirm Merge] - Clicking this button will merge the two contacts and delete the "From Contact". button will merge the two leads and delete [From Lead]. It will also take you to the View Contact Screen to view the newly merged contact.
