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Level 6
May 27, 2016
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More Details When Merging Leads

  • May 27, 2016
  • 2 replies
  • 1397 views

It would be great if there was a bit more information to help me figure out which lead is which when merging leads. Telling me Lead 1, Lead 2 and Lead 3 doesn't really help determine which lead is which. I would like to determine a handful of fields to show when I go to merge leads so that I can have the "Updated At" as well as, say, "Created At."

Often times I want the oldest lead to be the default lead, but I don't really have a way of figuring out which lead that is.

2 replies

Devraj_Grewal
Level 10
November 5, 2016

Agree, oftentimes I find myself having to close the pop up conflict fields window just so I can try to figure out which of the 2 leads I selected is lead #1 and lead #2.

February 6, 2020
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