How to merge two leads in AgentRoof CRM?

Lead merging allows you to consolidate duplicate or similar lead records into a single lead profile. This is useful when multiple lead records contain overlapping information and you want to maintain a cleaner and more organized CRM database.

Steps

1. Navigate to the CRM page.

2. Select the checkboxes next to the leads you want to merge.

   • Minimum selection: 2 leads

   • Maximum selection: 10 leads

3. Click the More option.

4. Click the Merge Leads button

5. A pop-up window will appear displaying the selected leads.

6. Select the Primary Lead that you want to retain after the merge.

7. Review the merge details and confirm the action.

8. Click Merge Leads.

The selected leads will be merged successfully.

Note: Transferred leads cannot be merged and will be excluded from the merge selection.

What Happens During a Merge?

When leads are merged:

• The selected Primary Lead will be retained.

• Contact information and associated activities from the other selected leads will be transferred to the Primary Lead.

• The remaining lead records will be removed from the CRM.

The following items associated with the merged leads will be permanently discarded:

• Action Plans

• Alerts

• Stages

• Tags

• Sources

• Tasks

• Appointments

• Newsletters

• Market Updates

• Scheduled Items

Important: Lead merging is a permanent action and cannot be undone.

Result

The selected leads will be consolidated into the chosen Primary Lead, helping maintain a cleaner CRM database while preserving contact information and associated activities under a single lead record.