Merging leads & archiving leads

Adéla Kalkantová
Adéla Kalkantová Member Posts: 6 VERIFIED MEMBER
First Comment
edited July 2022 in Ideas and Product Feedback #1

Loving that the Leads Inbox got a revamp recently. I'm wondering if there're any plans for the ability to Merge Leads & to have Lost Reasons (or Archive reasons) for leads? 

 

I'm pretty sure I don't have to explain why I'm asking - it's pretty annoying that we cannot merge leads, but have to convert the leads to merge the deals at the end (e.g. when one prospect makes several requests on our website). Merging lead would help! 

 

And same for Archive Reasons - for tracking & reporting purposes! 

 

Thanks in advance :) 

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  • Greg Russak
    Greg Russak Member Posts: 3 VERIFIED MEMBER
    Name Dropper First Comment Photogenic
    edited April 2022 #2

    I second your request, Adela. A way to merge Leads would be very, very helpful!

  • JD Cleary
    JD Cleary Member Posts: 2 VERIFIED MEMBER
    First Anniversary First Comment Photogenic
    edited April 2022 #3

    +1 for merging leads and archive reasons

  • Ørjan Josefsen
    Ørjan Josefsen Member Posts: 1 VERIFIED MEMBER
    edited April 2022 #4

    I agree, we have all our manually sourced leads in deals for those precise reasons!!

  • Ameera
    Ameera Member Posts: 1 VERIFIED MEMBER
    First Comment
    #5

    I agree. We should add a text box for documenting reasons for lost leads and have the ability to merge duplicate leads.

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