Merging from List View

We have some duplicate leads at times. When that happens, we need to go into the lead and then click merge and search for the duplicate. It would be quicker if we had an option on the list view to just click on each lead and then to have the option to merge them. This would save a lot of time.

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  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited August 2020 #2

    Agreed - this would be helpful

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited August 2020 #3

    Thank you for your feedback @Peter Wright , I've made sure it reaches our team internally so it can be taken into consideration as we continue to add abilities to the Leads feature.

    Speaking of which, here are some pro tips to stay on top of things: