Merge Lead

[About Business Lead]

[To Customer Relationship Management]

Usage

Use this form to merge a business lead with another business lead. You can merge more than one record in one attempt. You can also decide whether to copy addresses, contacts, activities, representatives, business mails and access records to the master record.
Note: Upon completing the merge process, all other business lead records, except the master record, are deleted.
 

Activity Diagrams

Manage Business Lead

Activities

Merge Lead