How to Merge Leads

In this article, we'll guide you through the process of merging duplicate lead records in your Pabau account.

Step 1: Access the Clients Feature

Start by logging into your Pabau account. Navigate to the "Clients" section from the left sidebar menu, then click on "Clients" again to access the client management interface.

Step 2: Initiating Merge Process

After accessing the client management interface, locate the three dots icon positioned between the search bar and the "Create Client" button in the top right corner. Click on the three dots icon to reveal the "Merge Clients" option and click on it.

Step 3: Managing Duplicates 

Upon selecting "Merge Clients," you will be redirected to the "Manage Duplicate" page where duplicate client and lead records are listed under two tabs - Clients and Leads.

These duplicates are automatically generated and include scenarios where two records share the same first and last name, email, or phone number.

Step 4: Reviewing Duplicate Leads

To review duplicate lead records, click on the "Leads" tab. Each pair of duplicates displays the primary lead on the left and the secondary lead on the right. For each pair, you have the option to "Review" or "Reject."

Step 5: Reviewing and Selecting Leads

Click on "Review" to preview both lead records. Choose which lead record to keep by clicking on it. The chosen record will be highlighted with a blue border. 

Step 6: Consequences of Merging

Beneath the duplicate client records, you will find information outlining the consequences of merging two leads. This includes actions such as:

• Merging is permanent and irreversible.
• The primary lead adopts the email of the chosen contact as its primary email address.
• The most recent values for each field in the lead profiles will be used in the final record.
• The secondary lead will be unenrolled from all workflows.
• Any notes, activities, and communications associated with the secondary lead will be moved to the final record.

Step 7: Finalizing the Merge

Once you are certain about merging the records, click on "Merge." The record not selected as the final record will automatically become inactive.

By following these steps, you can merge duplicate lead records in your Pabau account, ensuring data accuracy and streamlined management of client information.