Merge Lead to Customer

Explanation

This activity is used to merge a lead to a customer.

Prerequisites

This activity has no prerequisites.

System Effects

When you complete the merge process, all business lead records selected for the merge process are deleted.

Window

Merge Lead to Customer

Related Window Descriptions

Merge Lead to Customer
Business Lead
Business Leads

Procedure

1. Open the Business Lead window.
2. Query for lead records that you want to merge.
3. Right-click and select the Merge Lead to Customer option to open the Merge Lead to Customer form.
   The current record on business lead form will automatically be selected as merge-from record. Optionally, you can click on the Lead ID field in merge-from section and search for multiple records by clicking the search icon.
4. Click on the merge-to lead ID and search. The matching record will be populated.
5. You can merge field-wise by clicking the arrow in front of each field in the merge-from section. Then the merge-to value will be overwritten.
6. Alternatively, if you want to overwrite all field values at once, use the double arrows in front of the lead ID.
7. Select the child records you want to copy. i.e., addresses, contacts, etc.
8. Click Merge.
   Note: Notes will not be overwritten, but copied to the merge-to record.