Leads Merge to Customers
Sometimes a lead isn’t checked and a New Customer is created. It would be great if leads could be merged to Customers.
Sometimes a lead isn’t checked and a New Customer is created. It would be great if leads could be merged to Customers.
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Comments1
afutter
Jan 23, 2025
This is a fantastic idea! In fact it would be great if duplicate leads could be merged as well.
Often the lead could be generated from multiple sources and then during review processes we find that there a multiple of the same and the opportunity to mergre them and clean up the pipeline is important and helpful