How to Merge Leads or Contacts - Frequently asked questions
Frequently asked questions
How can I merge duplicate leads or contacts in Zendesk Sell?
Merging duplicate leads or contacts in Zendesk Sell is a straightforward process. You can merge one or more contacts with a contact, or one or more leads with a lead, but not leads with contacts. To do this, navigate to the Leads or Contacts page,…
What should I check before merging leads or contacts?
Before merging leads or contacts, ensure that the information is correct, free of typos, and consistent. If there are inconsistencies, such as different phone numbers, Zendesk Sell will create additional custom fields to retain the non-identical…
Can I merge a lead into a contact in Zendesk Sell?
No, you cannot merge a lead into a contact in Zendesk Sell. However, you can convert a lead into a contact. This is a one-way process, meaning you cannot convert a contact back into a lead. This distinction is important to keep in mind when…
What happens to different data values when merging records?
When merging records with different data values in the same field, Zendesk Sell automatically creates a custom field to store this data. For example, if the email field contains different values, a new custom field called Email#1 is created to…
Are there any limitations to merging records in Zendesk Sell?
Yes, there are some limitations when merging records in Zendesk Sell. You can merge up to 5 records at a time, but you cannot merge a person contact into a company contact or person contacts with different companies. Additionally, merging leads…
How can I clean up additional fields created during a merge?
To clean up additional fields created during a merge, go to the Settings in Sell, then navigate to Customize > Leads or Customize > Contacts. In the Fields section, click the trashcan icon next to the field you want to delete. Be cautious, as…
What should I do if I lose communications after merging?
If you experience loss of communications after merging, it may be due to an issue with the API or the merge process itself. It's recommended to manually merge the leads and contacts first to see if the issue persists. If it does, contact Zendesk…
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