Skip to content

Merge duplicate leads

Combine two records for one person when they have filled in more than one form.

Table of Contents

Duplicates are common when someone submits several forms, or when different staff enter them by hand.

  • On the Leads page, click the ⋯ next to the search bar.

  • Choose Merge Leads.

  • Pick the two records and click Compare leads.

  • For each field, choose the value to keep.

  • Review and confirm.

Check you have the right two records before you confirm.

Up next

Next, read Create an activity from a lead.