Not to be confused with the Duplicate Lead Manager, the Quick Merge Action was created to run on a single prospect or lead record.
When ran on the single record, the Merge feature will go out and quickly find any similar records that exist in your account to be merged together.
A popular scenario happens when a new lead is generated because of your marketing (direct mail, call backs, online ads, etc) and FreedomSoft is not able to match the new lead with the existing prospect that lives in one of your Lists.
The likely reason this happens is because the original prospect record does not have the phone number saved that the lead used to either call or text your FreedomSoft number. If it did, the inbound lead would match up with the existing record automatically.
The result, when this happens, is a new lead gets captured in the campaign with only the phone number.
What needs to then happen is the new lead and the existing prospect record should be merged together.
1. Navigate to the subject record, most likely the new lead that has been created, and save a similar data point to the lead record that will match the existing prospect record. You can use any one of the three options listed below that the system uses to match on.
- Primary Contract First & Last Name
- Property Address
2. Go to the big orange More Actions button and click Merge Records.
3. The system will now search for matches and then display the results. Select one, or multiple results to merge and combine into.