Merging leads & archiving leads

Options
Adéla Kalkantová
Adéla Kalkantová Member Posts: 6
First Comment

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 :) 

Tagged:
0
0 votes

· Last Updated -

Comments

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

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

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

    +1 for merging leads and archive reasons

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

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

  • Ameera
    Ameera Member Posts: 1
    First Comment
    Options

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