If you have duplicate leads, contacts, or properties in LeadSimple, you can easily merge them in a few different ways.
NOTE: Since leads, contacts, and properties are separate objects in LeadSimple, when you merge two leads together, for example, the contacts and properties on that lead will not be merged, only the leads will. The same thing applies in reverse when you merge two contacts, or two properties, together: the leads those contacts/properties are associated with will not be merged.
Examples Of How Merging Works
Example - Merging Contacts
For example, you have two duplicate contacts in the system, but each contact has its own relationship (say, you manage two properties for the same owner). You would like to merge the contacts so the same contact is attached to both leads. When you merge the two contacts, the winning contact (see below) then acquires the relationship(s) of the losing contact, and both relationships appear under the one contact.
Example - Merging Properties
For example, if you manage a property for an owner, and also have a lot of prospective tenant leads for that property in the system, you may have many duplicates of the same property. When you merge all the properties together, you will then be able to see all those relationships in the same place.
(Note that you must have permission to delete contacts and/or properties to merge them, as merging requires deleting a contact or property.)
You can merge leads two places.
Merge From Search Results
If you know the name of the duplicate leads you want to merge,
Type their name in "Search"
Once you've found the two leads, check the boxes next to each one
Click the "merge" button
Choose which lead you want to win - LeadSimple keeps the information from the "winner" Lead but copies over any additional information from the "loser" lead that the "winner" did not have.
Merge From The Lead Dashboard
Navigate to a lead pipeline where you know the duplicates are located.
Find the two leads either by sorting the list by name (if their names match), scroll, or filter the list.
Check the boxes next to each one, and follow the same steps above 👆 under "merge from search results"
There are two ways to merge two contacts together.
First, navigate to the Contacts page and click the merge icon in the top right hand corner.
This will bring you to the Merge Duplicates page. You can select the dropdown menu to choose from several options to filter by:
Contacts matching on email
Contacts matching on phone
Contacts matching on name
Select the contact you want to keep, then click "Merge."
The second way is to find the contacts you want to merge in the contacts table, or search for them using the search bar.
Important! When using the search bar to find the contacts you'd like to merge, make sure that you are selecting contacts, not leads! The leads will likely have the same name as the contacts.
Use the bulk action tool to select both contacts.
Click Merge in the top right corner. You will now choose which contact will be the winning contact. The winner will gain all the loser's info and relationships.
After making your selection, click Merge. There will now be only one contact by that name. Now when we click into this contact, we see both relationships under the same contact.
When we merge two properties together, the winner will be updated and include all info and relationships from the other property or properties.
Go to the "Properties" or " Contacts" section on your account and click on the merging arrow icon on the top right corner.
When you click on it you'll see the "Merge Duplicates" page. From here you can merge leads who:
Have matching emails, phone numbers, and names.
Properties who have the same address line 1, and matching name.
Deals matching in contact and property info.