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Sales > Lead

Merge Failed Leads

Modified on: Fri, 03 Jun , 2022 | 11:55 AM

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1. Click on Admin on the main navigation and select Sales.
2. Select FD Set Up.
3. Select Failed Leads from the menu. 
4. Leads that fail to parse for any reason will be recorded here. 
   
   
   
   
5. Click the gear icon associated with the record and select merge from the menu. 
   
   
   
   
6. Select the data from the duplicate record that you would like to merge to the existing record.
7. Click merge.