Difference between revisions of "Merge Leads Screen"
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*[Common Change] - Clicking this button will take you to the previous screen, allowing you to change the "From Lead" or the "To Lead". | *[Common Change] - Clicking this button will take you to the previous screen, allowing you to change the "From Lead" or the "To Lead". | ||
*[Confirm Merge] - Clicking this button will merge the two leads and delete the "From Lead". button will merge the two leads and delete "From Lead". It will also take you to the [[View Lead Screen]] for the newly merged lead. | *[Confirm Merge] - Clicking this button will merge the two leads and delete the "From Lead". button will merge the two leads and delete "From Lead". It will also take you to the [[View Lead Screen]] for the newly merged lead. | ||
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| + | '''User Manual page''' > [[The Leads Tab]] | ||
Latest revision as of 15:25, 5 October 2009
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 Lead Screen for the selected lead.
- [Common Change] - Clicking this button will take you to the previous screen, allowing you to change the "From Lead" or the "To Lead".
- [Confirm Merge] - Clicking this button will merge the two leads and delete the "From Lead". button will merge the two leads and delete "From Lead". It will also take you to the View Lead Screen for the newly merged lead.
User Manual page > The Leads Tab
