Do you have two LeadSimple accounts and want to merge them into one? Follow the steps in this article!
Follow These Steps:
Let us know that you would like to merge the two LeadSimple accounts. Email support@leadsimple.com and provide the company names of both accounts, which account you would like merged into the other, and your desired timeline.
We will confirm the following with you before proceeding:
We will need confirmation from two admins on each account that this merge is authorized.
We will need confirmation from you as to which stages, workflows, templates, and LeadSimple phone numbers you want to preserve between the two accounts.
We will confirm your new billing charges with you.
You will need to:
Delete the users from the merging account and then invite them to the final account.
Add any needed pipelines to the final account.
Set up lead sources in the pipelines in your final account to match those in the merging account.
Export your leads from the merging account to a CSV and send them to support@leadsimple.com.
Connect your email accounts to the final account.
(If on Operations) connect your accounting software integration to the final account.
We will then:
Import the leads into the final account into the pipelines and sources you have added.
Port over your LeadSimple phone numbers from the merging account into the final account.
Cancel the merging account once you provide confirmation to proceed.
Things to Consider
We will not be able to pull over the activity and communication history from the leads that are imported over, nor any notes associated to them.
We are also unable to port over any process records or communications related to processes.
The leads will not be able to start in the same place in the workflow but can either start from the beginning again or not have any tasks generated for them.
Once you confirm the above and your preferred timeline, reach out to us at support@leadsimple.com and we can get started on the process for you!