Merge Multiple Duplicate Leads
gathering votes
K
Kaycee Reed
I think it would save a LOT of time if we could merge multiple duplicate leads that have all the same information vs having to merge all 20 profiles one by one. If we could just select a little box next to them and press "merge all" or something. Sort of the same concept as being able to delete multiple pictures or emails on a phone.
L
Lance Nichols
Or even the ability to select a few at a time would be great. I would also like to be able to select the correct contact info. For example, if the new lead has a different phone number we have to merge the lead and then go in and delete the old phone number/email after. If all the customer info boxes were able to be checked or unchecked we could do it from the merge screen.
Drew Adler
Merged in a post:
Mass Merge
R
Rebecca Karr
Would be nice to have a way to mass merge profiles, our one account has 366+ dupes or if the CRM can auto merge these ones -- or an easier way to delete multiple accounts out of the CRM at the same time.
R
Rebecca Karr
We have an account with 366+ dupes that would be nice to mass merge
B
Brittany Ouellette
I agree, we are a new dealer group on DC and I have a fleet customer that has 86 99% match duplicates. 🤦♀️
A
Alan Ziffer
That is what other CRMs allow us to do ... DC get with it !
T
Tonisea Julien
True!
R
Ryan Noel
I vote yes!!
L
Lee Salmela
Have a way to merge multiple duplicate customers at the same time.
W
Will Phillips
SHOULD ALSO BE ABLE TO MERGE TWO OPEN DEALS WITHIN SAME CUSTOMER CARD TOGETHER!!!!
J
Jacob Coleman
Merged in a post:
Duplicate customer merge
J
John Scharff
Have a way to merge multiple duplicate customers at the same time.
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