Duplicate lead records can happen easily — for example, when someone fills out multiple forms, or if their details are entered manually by different team members. Merging leads helps you keep your pipeline organized by combining all the data into a single, clean profile.
This is a similar process to merging clients — but done from the Leads tab instead.
Step 1: Go to the Leads Tab
Start by logging into your Pabau account and navigating to the Leads section from the main menu on the left-hand side.
This is where you can view all the leads currently in your system.
Step 2: Access the Merge Leads Feature
In the top-right corner of the Leads screen, next to the search bar, click on the three-dot menu (⋯).
From the dropdown, select "Merge Leads."
This will take you to the Manage Duplicates screen, filtered specifically for leads.
Step 3: Review Suggested Duplicates
Once you're in the Manage Duplicates view, click the "Leads" tab at the top (next to Clients).
You’ll see pairs of possible duplicate lead entries listed side-by-side.
Use the Review button to open a detailed comparison of the two leads.
Step 4: Choose the Correct Details and Merge
When reviewing the two records, check which data to keep — such as email, phone number, and notes.
Once you’re confident they refer to the same person, click Merge to combine them into one clean record.
If they are not the same person, click Reject to ignore the suggestion and keep both leads.
Step 5: Manual Merge
If the system didn’t automatically detect the duplicates you want to merge, you can also click Manual Merge at the top right of the screen.
Search by name or email, select the leads you want to merge, and follow the same confirmation steps.
Merging leads is a permanent action, so always take a moment to double-check before confirming. This feature is only available to users with the appropriate permissions, and it's important to note that this process applies only to lead records — not to full client profiles.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.