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JuansaJuansa 

Merging Leads + combining non repeated information

Hi!

We have a salesfroce instance in a school. We receive lot ofcourse requests wia web forms. We see that we have lead duplicates that comes from the same user filling out forms related to different courses. I would like to merge the Lead and combine the course requests from two or three different forms. Is there any way to do this?

 

thanks a lot!

yudhvirmoryudhvirmor

To merge duplicate leads:

  1. Select a lead record.
  2. Click Find Duplicates.
  3. Select up to three leads in the matching leads list that you want to merge.

    Optionally, enter a new lead name or company and click Search to find another lead to merge. Salesforce.com performs a phrase search for matches in the Name and Company fields. It also considers an implied wildcard after any entry. Search results include matches for any fields you enter, so if you enter Bob Jones who works at Acme, search results include anyone named Bob Jones at any company and any lead with Acme as a company.

  4. Click Merge Leads.

https://emea.salesforce.com/help/doc/user_ed.jsp?section=help&target=leads_merge.htm&loc=help&hash=heading_2_1
Kevin McInernyKevin McInerny
Is there a way to do this on a mass scale?