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Merge two leads that are the same person

Two leads for one person split their history, owner and first ad.

2 min readFor all rolesIn review

Merging puts it back on one record in a minute.

In review: written from the product, not yet walked through live.

1Open the duplicate mark

On the lead, click Possible duplicate of name (1) beside the name. Choose Merge into them… (2), or Keep both (3) to mark them as different people — they are never flagged again. Open name (4) goes to the other lead.
A lead with the Possible duplicate of chip (1) open: Merge into them (2), Keep both (3) and Open the other lead (4)

Open Enquiries

2Pick what stays, then merge

The merge preview shows every field where the two differ. The Survivor column (1) is the lead that is kept — pick the other side for any value you want instead. Then Merge into name (2). This lead goes into the kept one, and you land on it.
The merge preview: the Survivor column (1) and Merge into Priya Nair (2)

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Common questions

Which lead is kept?

The one the mark names — the older one, so the first ad, first touch and created date stay. The owner and latest status come across when the older one did not have them.

Can I undo a merge?

Yes. Open the merged lead (its old link still works): its banner says which lead it went into and offers Undo. It comes back as its own lead; notes, chats and tasks that moved stay on the kept lead.

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